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1738: [Part 2] 2021 Year-End Tax Planning by Sean Mullaney of FI Tax Guy on Roth IRA vs. Traditional IRA

Optimal Finance Daily - Financial Independence and Money Advice

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Introduction

This is optima finance daily episode 17 38. 20 21 year and tax planning part two by shaw melane of fi tax guy dot com. Wroth conversions move amounts in traditional retirement accounts to wroth accounts. Tax gain harvesting, selling appreciated assets when one is in the ten % or 12% marginal tax bracket so as to incur a zero percent long term capital gains federal tax rate on the capital gane.

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