Taxes
Effective tax planning is essential in financial health. Strategies I employ include utilizing net unrealized appreciation for company stock in qualified plans, allowing for tax-efficient transitions into taxable accounts. Additionally, the backdoor Roth IRA is a valuable tool, especially since Roth income caps haven't scaled with income growth. This involves converting traditional IRA contributions into a Roth IRA for better long-term benefits.
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#TaxPlanning #FinancialHealth #RothIRA #InvestmentStrategies #WealthManagement
