We solely get so many ensures in life — dying and taxes.
And with the tax deadline day approaching, I assumed this was an necessary matter to share with you in the present day.
As a result of I discovered firsthand how one can decrease your tax invoice.
So I’m bringing you my favourite tax specialist Rachel Klinger. We’ll focus on:
- Methods you possibly can lock in some actual tax financial savings. (1:15)
- Methods to create a “spillover IRA.” (4:04)
- Probably the most underrated tax breaks there’s. (9:05)
- Roth conversion? What’s it? Does it make sense for you? (14:34)
These should not simply methods to shake the sofa cushions for spare change in your taxes. However actionable steps you possibly can take to noticeably transfer the needle to your 2023 tax invoice.
Watch the new Banyan Edge podcast now:
(Or read the transcript here.)
And in case you favored this episode and have feedback or questions, simply tell us at BanyanEdge@BanyanHill.com!
Regards,
Charles Sizemore
Chief Editor, The Banyan Edge