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WCI Podcast #273 - Tax Credits and Passive vs. Actively Managed Funds


In this episode Dr. Dahle discusses tax credits, foreign tax credits, insurance tax code changes and how a 7702 is not something we are excited about at WCI. We talk about Roth conversions during retirement and a host of other topics. We also have a husband and wife doctor duo on the podcast. They are guests we have had before and the creators of the online course Zero to Freedom that will teach you all about cash flowing real estate properties. See full show notes here: SoFi has exclusive rates and offers for medical professionals, which could help you save thousands by refinancing your student loans. If you're still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you're out of residency, SoFi's great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at SoFi student loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS696891 The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Main Website: YouTube: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: 00:00 Tax Credits and Passive vs. Actively Managed Funds 03:00 Tax Gain Harvesting 05:46 Foreign Tax Credit 13:24 7702 Plan Life Insurance 20:01 Inherited IRAs 22:59 Zero To Freedom Through Cash Flowing Rentals 35:23 Roth Conversions In Retirement 39:15 VTSAX Fluctuations 44:17 Selling Legacy Assets 45:57 Wrap-Up...(read more)


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TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
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