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The end of the tax year is rapidly approaching, and we have 10 tips to help you minimize your taxes.
In this episode, Adam shares his Top 10 year-end tax tips as the end of 2022 nears. He talks about Roth conversions, why and when it’s a great strategy to reduce taxes, and how it works. Adding to Roth conversions, Adam shares a few stories about putting Roth conversions into practice and finishes with a speedy roundup of nine other great year-end tax strategies.
Adam discusses:
- What a Roth conversion is
- Why a Roth conversion is a great tax-saving strategy and how it works
- Using Roth conversions can go wrong if you do not know what you are doing, as described in a few examples