cover of episode 5 Last Minute Ways to Cut Your 2020 Taxes - 304

5 Last Minute Ways to Cut Your 2020 Taxes - 304

2020/12/15
logo of podcast Your Money, Your Wealth

Your Money, Your Wealth

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Shownotes Transcript

A final look at the CARES Act COVID-19 stimulus package, Coronavirus related distributions, and whether they affect your 2020 taxes. Plus, action items to pay less tax in 2020, like Roth conversions, tax gain and tax-loss harvesting, and charitable giving strategies. Also, when to do Roth contributions, how much of your portfolio should be in Roth accounts, and if you can lower your taxes from swing trading. Access the transcript & financial resources, ask your money questions: https://bit.ly/YMYW-304)