Timothy Sumer

In this video, Josh Bennett, CFP®, shows how a backdoor roth conversion and a Regular roth conversion can save you money on your taxes as well as help keep you money intact for retirement. #whiteboardwednesday :) If you're interested in an INVESTMENT ADVISORY OR FINANCIAL PLANNING RELATIONSHIP - please consider Josh's affiliated company VINCERE WEALTH MANAGEMENT Https://Vincerewealth.com BOOKS I RECOMMEND: Let’s Connect! Instagram: @joshbennett_cfp LinkedIn: Twitter: Website: Https://mrmoneysense.com Https://Collegefundinghero.com Josh’s Affiliated Wealth Management Websites: Https://Vincerewealth.com Https://govincere.com *For Educational Purposes Only. No portion of this content should be construed as investment advice. No portion of this content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not ...

In this video, we'll show you 5 last minute tax deductions that you can use to lower your taxes. Whether you're filing your taxes online or in person, these deductions will help you save money on your taxes! 5 actions you still can take now to lower your 2022 taxes: 1) Make a charitable contribution 2) Make a contribution to a traditional IRA 3) Max out any 529 plans 4) Sell any stocks with losses 5) Defer any yearend bonus to be paid in 2023 Whether you're a beginner or a pro, don't miss out on these 5 last minute tax deductions! By taking advantage of these deductions, you'll be able to save money on your taxes! #taxdeduction #taxes #taxdeductions #traditionalira #529plan #charitablegiving #501c3 To continue learning more about this subject, check out the following: 9 States in the US that DON’T have a State Income Tax Tax Credit vs Tax Deduction: What's the Difference? Follow on Twitter: @patrickbrayCPA Disclosure Disclaimer: The infor...