Your Life, Simplified

In this week’s podcast episode, Valorie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, walk through 5 tax planning strategies and opportunities like Roth conversions, backdoor Roth IRA conversions, asset allocation, tax-loss harvesting and making qualified charitable contributions. They’ll also discuss considerations for each of these strategies and why it’s important to consult with your wealth advisor.