September 29, 2021 10:00 am (30 Minutes)
Discussion:
- Backdoor Roth, Mega Backdoor Roth
- IRAs and Private Equity
- Auto Retirement Savings
Articles can also be found here: https://www.dropbox.com/sh/s93d1d9yvgbd6vh/AACWxj9EAR-yZcI89sb0tz9Qa?dl=0
If you missed last week’s discussion, you can find recordings here:
Youtube: https://youtu.be/dqVmXxvudIc
Over the next few weeks, I will schedule additional tax chats to cover all of the tax proposals being floated by lawmakers in the four page document linked in this article: Senate Democrats float tax options to pay for Biden’s multi-trillion dollar plan (nbcnews.com), also available here: https://www.dropbox.com/s/b8tlpo8v9bhlnro/523044904-SFC-Dems-Possible-Revenue-Provisions-and-Descriptions.pdf?dl=0