The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions

Our topic on this episode of the Ready for Retirement podcast is about creating the ultimate tax planning strategy - combining Roth Conversions with Other Deductions. Questions answered: When should I do a Roth Conversion? How do I know which deductions I should take advantage of? How could a Donor-Advised Fund help reduce my taxes? Can I gift stock to my Donor-Advised Fund? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S CONNECT! Facebook LinkedIn Website ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!