In This Video:
In today’s video, we’re going to talk about a tax opportunity that often gets missed. This tax-planning opportunity could help save you on taxes and potentially help you get more tax-free growth with income on your money. We hear of people who may be missing out on this all the time, so we wanted to bring it to your attention.
Things to Consider:
If you have a savings account, an online savings account, a CD, or a brokerage account, you may want to pay attention to what we are sharing. This video could help you keep more of that savings in your pocket rather than giving it to the IRS.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:53 – The situation
1:51 – The opportunity
4:03 – Who can make Roth contributions?
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