Tax Planning & Strategies
This area focuses on tax strategies such as evaluating Traditional versus Roth decisions, planning Roth conversions, and using charitable giving to reduce taxes to achievelong-term goals.
Topics
Most people donate the same way every year—and quietly overpay in taxes. This video explains smarter strategies like gifting appreciated stock, qualified charitable distributions, and donor advised funds to lower capital gains, reduce AGI, and increase your impact—while avoiding common tax mistakes.
A how to video on converting part of your Traditional TSP to Roth using the brand new in plan conversion!
NEW: TSP in plan Roth Conversion 28 Jan 26
Traditional vs. Roth in your TSP or 401(k) doesn’t have to be guesswork. This video explains the key differences, when each makes sense based on tax brackets, how RMDs and heirs factor in, and a case study showing how switching to Roth improved long-term plan outcomes.
Maxing your Roth or Traditional IRA and want more tax-free growth? This video explains how the Mega Backdoor Roth works, contribution limits, IRS rules, and how it fits with your TSP or 401(k)—plus the key tax benefits and pitfalls high earners need to understand.
Inherited an IRA? The SECURE Act’s 10-year rule can create major tax bills if you’re not careful. This video explains eligible vs. non-eligible beneficiaries, new RMD rules, year-ten risks, and smart withdrawal or Roth conversion strategies to reduce taxes before the deadline hits.