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Retire With Integrity Podcast with Brian Bowen


Aug 27, 2020

From Roth conversions to charitable giving, today’s episode of the podcast talks about tax strategies that you’ll want to consider.

 

Read more and get additional financial resources here: https://financialplanningva.com/finding-a-better-tax-strategy/ 

 

What we discuss:

0:16 - Are Roth conversions always a good idea?

4:05 - Who would say you don’t have to pay taxes on a million dollars? Steve Martin, of course!

4:57 - How can you pay less in taxes?

7:25 - What is a good fit for you when it comes to charitable giving and tax strategy?