“If you check in the show notes…you can get registered for our Tax Planning Challenge…you’ll get an email…three background videos”
RS
Retire With Style team
Retire With Style ·
“It's a three-day challenge…Nov 2nd to Nov 4th, 12 p.m. Eastern Time to 2 p.m. Eastern Time…help you make those decisions…before the end of the calendar year”
Retire With Style team · Retire With Style · Episode 249: Why Your Tax Bracket Doesn’t Tell the Whole Story
Play from 2:02
2:02
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What was described
Created a three-day Tax Planning Challenge where participants register, receive three background videos, and use the Tax Map Calculator to identify Roth conversion and capital-gains harvesting opportunities
Nov 2-4, 12 p.m.-2 p.m. ET each day; three videos; three-day challenge
Said nearby on the same subject
“The tax map calculator, a tool we created for the Retirement Researcher Academy that we're opening up to make public for the week of the challenge”
RS
Retire With Style team
Retire With Style ·
“We've got a flat tax rate... contribute, pay 15% tax, 10% capital gains tax until retirement. And then you pay no tax.”
SW
Stuart Weems
Investopoly ·
“It's just one divided by one minus the tax rate is what you would need to multiply the Roth conversion by to know the total amount you'd have to take out to also cover the tax bill”
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