Plan For Life Now

Episode #86 - How To Prepare For Higher Taxes


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In this episode Dave and Steve discuss a topic that is near and dear to all of us; how can we (legally) minimize the taxes we pay. First they explain the analysis behind the decision to convert to a Roth IRA (8:23). Next they discuss how it might make sense to realize capital gains now rather than in the future when capital gains taxes might rise (23:03). Lastly, they discuss the use of life insurance and how it can be structured as a very tax efficient asset (24:42).
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Plan For Life NowBy Capitol Retirement Strategies

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