Tax Planning Success Stories

Du Charme Wealth Management Podcast

Branden and Carisa promise to equip you with practical strategies to save thousands on your tax bill, just as Carisa did for one of her high-net-worth clients. Explore powerful charitable giving strategies that go beyond conventional cash donations. Carisa shares how transitioning to in-kind donations of appreciated stocks or funds can bypass capital gains taxes, benefiting both you and your chosen charities.
Dive into the complexities of IRA management and Roth conversions, where we unveil common pitfalls and strategic solutions. Discover why understanding non-deductible contributions and the pro rata rule is key to optimizing your tax efficiency. We emphasize the importance of tax diversification in retirement planning, using real-world examples to illustrate the benefits of balanced financial strategies.
Guest: Carisa Bertrand, AWMA. Accredited Wealth Management Advisor in St. George, UT.
Phone: [phone]
Find Du Charme Wealth Management here:
https://ducharmewealth.com/contact-us/
#TaxEfficiency #wealthmanagement #CharitableGiving #taxstrategies #IRAStrategies #retirementplanning
[00:00:00] Intro.
[00:03:01] Tax-Saving Charitable Investment Strategies.
[00:15:37] Navigating Tax Efficiency and Risk Management.
[00:24:06] IRA Cost Basis and Roth Conversions.
[00:35:07] Tax Planning Flexibility and Strategies.
DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.