Today I’m talking about how to combine roth conversions with charitable giving.
In fact, this strategy can help wipe out this year’s tax bill, reduce future tax bills, and also support some good causes along the way.
The best part?
There’s no minimum amount of net worth required to take action.
So if you want to make a smart tax move while also supporting a good cause, today’s episode is for you.
How to Listen to Today’s Episode
Episode Links & Resources:
- 👉 Get Your One-Time Retirement Plan
- Growth vs Value Update [Marketwatch]
- Fidelity Charitable Ends Donor Advised Fund Minimums [ThinkAdvisor]
- Index Returns October 9th to November 11th [YCharts]