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Host Promotes WCI Con And Courses
- Dr. Jim Dahle plugs WCI CON and a passive real estate course and shares registration details.
- He uses personal reminders like swag bags and virtual options to encourage listeners to sign up.
Favor Roth During Low-Earning Years
- Use Roth accounts during low-earning training years to minimize lifetime taxes.
- Convert prior pretax residency 403(b) balances to a Roth IRA or Roth 403(b) if you plan to keep the money for retirement.
Put Tax-Inefficient Assets In Protected Accounts
- Move tax-inefficient assets (like REITs and bonds) into tax-advantaged accounts when practical.
- If capital gains are small, consider paying the tax to simplify your taxable portfolio or donate appreciated assets to charity.