Tax Optimization and Tax Planning

In this video, we will cover:

Highlights of SECURE Act 2.0
Phase-out of The Tax Cuts and Jobs Act (TCJA) of 2017
Tax Strategies to Consider
Back Door Roth IRA Contributions
Lifetime Roth Conversion Analysis
Net Unrealized Appreciation (NUA)
Capital Gains/Loss Harvesting
Donor Advised Fund

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