Earn & Invest 478. Tax Wisdom: Year-End Moves for a Financially Savvy Future feat. Sean Mullaney (The FI Tax Guy)
Dec 4, 2023
Join Sean Mullaney, The FI Tax Guy, in this insightful episode as he shares year-end tax moves for a financially savvy future. Topics include strategic tax planning, Roth conversions, tax gain and loss harvesting, required minimum distributions, the power of sharing your story, and backdoor Roth IRA strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Year-End Tax Planning and Roth Conversions
02:09 • 21min
End of Year Tax Planning: Tax Gain and Tax Loss Harvesting
23:04 • 4min
Tax Gain Harvesting
27:03 • 5min
Required Minimum Distributions for Retirement Accounts
32:20 • 19min
The Power of Telling Your Story
51:36 • 5min
Backdoor Roth IRA and Old Traditional IRA Rollover
56:58 • 6min