The end of the tax year is rapidly approaching, and we have 10 tips to help you minimize your taxes.

In this episode, Adam shares his Top 10 year-end tax tips as the end of 2022 nears. He talks about Roth conversions, why and when it’s a great strategy to reduce taxes, and how it works. Adding to Roth conversions, Adam shares a few stories about putting Roth conversions into practice and finishes with a speedy roundup of nine other great year-end tax strategies.

Adam discusses:

• What a Roth conversion is
• Why a Roth conversion is a great tax-saving strategy and how it works
• Using Roth conversions can go wrong if you do not know what you are doing, as described in a few examples
• And more

Resources:

• 2022 Tax Planning Guide

Connect with Adam Scott:

• LinkedIn: Adam Scott
• LinkedIn: WellAcre Wealth
• WellAcreWealth.com
• Phone: 310-220-4946