WCI Podcast #273 – Tax Credits and Passive vs. Actively Managed Funds

by Retirement Advisor | Dec 31, 2022 | Inherited IRA

In this episode Dr. Dahle discusses tax credits, foreign tax credits, insurance tax code changes and how a 7702 is not something we are excited about at WCI. We talk about Roth conversions during retirement and a host of other topics. We also have a husband and wife doctor duo on the podcast. They are guests we have had before and the creators of the online course Zero to Freedom that will teach you all about cash flowing real estate properties. See full show notes here:

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00:00 Tax Credits and Passive vs. Actively Managed Funds
03:00 Tax Gain Harvesting
05:46 Foreign Tax Credit
13:24 7702 Plan Life Insurance
20:01 Inherited IRAs
22:59 Zero To Freedom Through Cash Flowing Rentals
35:23 Roth Conversions In Retirement
39:15 VTSAX Fluctuations
44:17 Selling Legacy Assets
45:57 Wrap-Up…(read more)