Apr 18, 2025
In this episode:
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Roth IRA Conversions Explained – What they are, how they work, who should consider them, and the tax strategy behind converting gradually.
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Qualified Charitable Distributions (QCDs) – Using IRA withdrawals to make tax-free donations if you're over 70½.
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Depreciation & “Placed in Service”...
Apr 4, 2025
In this episode:
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Reminder: tax extensions don’t extend the time to pay.
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Upcoming potential changes due to 2025 tax law expirations.
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Carried interest and capital gains vs. ordinary income.
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Proposed taxation of municipal bond interest.
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New early retirement withdrawal exception for emergencies (up to...