Check Your Balances
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
Check Your Balances
Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap
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Can you lower your income on purpose to hit the 0% capital gains bracket? Should you pull the trigger on Roth conversions while still making peak salary? And is there ever a good reason to make a non-deductible Traditional IRA contribution if you aren't doing a Backdoor Roth?
On this mailbag episode, Dan and Ross answer three tactical listener questions about managing tax brackets, avoid the IRS pro-rata rule, and time income strategies before retirement.
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