Tag: Tazes
How Strategic Tax Moves Build Future Wealth (Ep. 19)

How Strategic Tax Moves Build Future Wealth (Ep. 19)

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What if market downturns were actually opportunities? 

That’s the question Bryan Repple tackles, guiding listeners through tax strategies to take control of their financial future despite economic uncertainties. Whether you’re curious about Roth conversions, tax loss harvesting, or the lesser-known qualified charitable distributions (QCDs), this episode shines a light on tactics that can make a real difference.

Bryan discusses: 

  • The potential benefits of Roth conversions and why 2025 might be a pivotal year to consider them. [00:03:38]
  • Transforming market dips into tax savings through tax loss harvesting and direct indexing. [00:09:30] 
  • The power of qualified charitable distributions for those 70.5 and older, and how they help in saving taxes while supporting causes close to your heart. [00:15:28]
  • The importance of focusing on what you can control with effective tax planning amidst unpredictable market conditions. [00:19:28] 
  • And more

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The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.