The Retirement Tax Podcast

Converting My ENTIRE IRA to Roth the Same Year?!?!, Ep. 29


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There are a lot of things to think about as the year comes to a close—things that could make your taxes easier or more complicated. In today’s episode, Ben and Steven share their insight on how to get ready for the year-end when it comes to tax planning. You will hear about shadow taxes and other areas that will affect your end-of-year finances and tax decisions. Listen in as Steven and Ben discuss common mistakes they see people make and how to avoid those specific situations.

You can find all show notes for this episode at: http://bit.ly/3G3x0TM 

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The Retirement Tax PodcastBy Steven Jarvis and Benjamin Brandt

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