The end of the tax year is rapidly approaching, and we have 10 tips to help you minimize your taxes.

In this episode, Adam shares his Top 10 year-end tax tips as the end of 2022 nears. He talks about Roth conversions, why and when it’s a great strategy to reduce taxes, and how it works. Adding to Roth conversions, Adam shares a few stories about putting Roth conversions into practice and finishes with a speedy roundup of nine other great year-end tax strategies.

Adam discusses: 

• What a Roth conversion is
  
• Why a Roth conversion is a great tax-saving strategy and how it works
  
• Using Roth conversions can go wrong if you do not know what you are doing, as described in a few examples
  
• And more
  

Resources:

• 2022 Tax Planning Guide
  

Connect with Adam Scott: 

• LinkedIn: Adam Scott
  
• LinkedIn: WellAcre Wealth
  
• WellAcreWealth.com
  
• Phone: 310-220-4946