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The Truth About Capital Gains and Roth Conversions – A CPA’s Take
Manage episode 448944435 series 3564273
Innhold levert av Craig Wear, CFP® and Craig Wear. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Craig Wear, CFP® and Craig Wear eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Summary
In this conversation, Craig Wear and Glenn Block discuss essential financial strategies for IRA millionaires, focusing on tax implications and the importance of financial education. They emphasize the potential tax savings and the benefits of informed financial planning, aiming to simplify the financial lives of their clients.
Takeaways
Understanding tax implications is crucial for IRA millionaires.
Proper financial strategies can save millions in taxes.
Financial education is key to making informed decisions.
Simplifying financial life can lead to better outcomes.
Medicare premiums can significantly impact retirement finances.
Staying updated on tax code changes is important.
Collaboration with financial experts can enhance knowledge.
Subscribing to financial resources can provide valuable insights.
Planning ahead can prevent future financial burdens.
Engaging with educational content can improve financial literacy.
Chapters
00:00 Navigating Capital Gains and Roth Conversions
10:58 Leveraging Charitable Contributions for Tax Benefits
21 episoder
Del
