Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
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Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
With the OBBBA now signed into law, we’re sitting down to walk through the good, the bad, and the ugly. The biggest takeaway is that the new bill has opened the door to some great tax planning opportunities, but you have to act soon! Most of the OBBBA’s changes expire in four years, so you have a little time and space to consider doing a Roth conversion or realize some capital gains. We explore the impact on tax rates, estate and gift tax, deductions, tax credits, and more. After that, ...
Real Personal Finance
Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
