Episode 178 | How Do Elections Affect Investing?

Roth Conversions: https://youtu.be/cgp5OHcKisY

See more: https://RetireMentorship.com/178

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Timestamps: 00:00 Introduction 00:58 Last Year's Taxes vs. Lifetime Taxes 02:30 Tax Deduction vs. Tax Credit 04:23 Strategy 1: Pay College, Not the IRS 06:46 Strategy 2: Bundle Your Deductions 11:08 Strategy 3: Compound Your Triple Tax Advantage! 13:26 Strategy 4: Give to Charities, Not the IRS 15:31 Strategy 5: Proactively Pay Less Taxes 16:21 Tax Preparation vs. Tax Planning 18:34 Take Action!

This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Episode 177 | How Do Elections Affect Investing? See more: https://RetireMentorship.com/177

Follow the BRAND NEW RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

Send us a Text Message.

*ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Episode 176 | Should I Buy Whole Life Insurance? See more: https://RetireMentorship.com/176

Follow the BRAND NEW RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

Send us a Text Message.

*ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.