Ep #212 - 5 Year End Financial Moves to Consider

Grow Money Business with Grant Bledsoe

Вміст надано Grant Bledsoe. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Grant Bledsoe або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1y ago 35:34

MP3•Головна епізоду

Since 2023 is coming to an end, we’ve dedicated this week’s episode of Grow Money Business to discussing five year-end financial moves you should consider making. Join us as we talk about gifting both to charity and beneficiaries, cash distributions from businesses, Roth conversions, and harvesting tax losses and gains.

[05.00] Charity – Grant starts off the conversation by discussing charitable gifts.

[06.37] Donor-advised fund – Grant explains the details of a donor-advised fund.

[12.00] Tax professional – Grant shares the importance of collaborating with your tax professional at the end of the year.

[17.00] Roth conversions – Grant explains why it might be a good idea to convert your assets into a Roth IRA account.

[26.04] The wash sale rule – Grant review the details of the wash sale rule.

[29.18] Tax gains – Grant shares some important year-end information on tax gains.

Resources

How To Use the 0% Tax Rate on Capital Gains

thebalancemoney.com/how-to-use-the-zero-percent-tax-rate-on-capital-gains-2388995

Donor-advised Funds

irs.gov/charities-non-profits/charitable-organizations/donor-advised-funds

fidelity.com/learning-center/wealth-management-insights/gift-and-estate-tax-changes

100 епізодів

#Trading #Entrepreneur #Business #Grant Bledsoe #Need To Know