Category: Roth IRA

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year end tax strategies

15 Simple Year-End Tax Planning Strategies (2020)

A lot has occurred in 2020 that could impact your tax planning. Regardless of the chaos that has occurred, there are still huge tax strategies you may implement before the end of the year. Here are 15 Simple Year-End Tax Planning Strategies that can help you control your taxes. (This list is a quick overview with basic information on each scenario. I completed additional strategy guides that dig into some of the more complex strategies…
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October 6, 2020 0
roth conversion strategy 2020

Should I Do a Roth Conversion This Year Strategy Guide (2020)

With the end of the tax year approaching for 2020, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…
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September 30, 2020 0
15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0

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