Red Carpet Retirement™

Top 10 Year-End Tax Tips (Ep. 5)

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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
  • And more

    • Resources:

    • 2022 Tax Planning Guide

      • Connect with Adam Scott: 

      • LinkedIn: Adam Scott
      • LinkedIn: WellAcre Wealth
      • WellAcreWealth.com
      • Phone: 310-220-4946
        • ...more
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        Red Carpet Retirement™By Adam Scott