How to Offset a Year-End Roth Conversion Tax Bill
Play • 14 min

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.

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