Retire With Integrity Podcast with Brian Bowen

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Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.

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Retire With Integrity Podcast with Brian Bowen navigateright Episode

Finding a Better Tax Strategy

From Roth conversions to charitable giving, today’s episode of the podcast talks about tax strategies that you’ll want to consider.

 

Read more and get additional financial resources here: https://financialplanningva.com/finding-a-better-tax-strategy/ 

 

What we discuss:

0:16 - Are Roth conversions always a good idea?

4:05 - Who would say you don’t have to pay taxes on a million dollars? Steve Martin, of course!

4:57 - How can you pay less in taxes?

7:25 - What is a good fit for you when it comes to charitable giving and tax strategy?