Episode 17: One Big Beautiful Bill Deep Dive Part 2 - Capital Gains Opportunities скачать в хорошем качестве

Episode 17: One Big Beautiful Bill Deep Dive Part 2 - Capital Gains Opportunities

In this episode of the Retirement Planning Podcast, host Darrin McComas, along with Jason Fox, explores crucial aspects of retirement planning with a focus on capital gains tax opportunities introduced by 'The One Big Beautiful Bill.' They discuss various tax funnels, emphasizing the benefits of Roth conversions and strategic portfolio liquidation. The episode includes detailed examples, explaining how retirees can leverage current tax laws to maximize their financial gains. Listeners are provided with actionable insights on how to utilize available deductions and opportunities to minimize their tax liabilities effectively. The hosts also offer free resources and consultations to help the audience better navigate their financial planning. To download your free guide to the One Big Beautiful Bill please go to our website: www.ewadvisors.com/guides 00:00 Welcome to the Retirement Planning Podcast 00:47 Introduction to Today's Episode 00:58 Understanding Capital Gains Tax Opportunities 01:34 Exploring Tax Funnels 02:52 Deep Dive into the Post-Tax Funnel 04:48 Capital Gains Harvesting Example 09:07 Strategic Portfolio Liquidation Example 13:12 The Importance of Proactive Tax Planning 16:37 Free Resources and Final Thoughts 18:44 Podcast Disclaimer and Legal Information