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Deliberate Money Moves

Jul 29, 2021

If you regularly give to charity and have income that fluctuates, I’m going to show you something that is going to save you money.

Join me in this episode of Deliberate Money Moves as we explore how to save money on taxes by using a donor advised fund.


Jul 22, 2021

A Roth conversion is where you take money that is already in a tax-deferred account and move it to a Roth account. The Already-Taxed or Roth account is the most difficult to contribute to.

Join me in this episode of Deliberate Money Moves as we explore how we can get money into a Roth by making conversions. 


Jul 15, 2021

There are three tax structures under which you can invest: Taxable, Tax-Deferred and Already-Taxed or Roth.

Join me in this episode of Deliberate Money Moves as we explore how each of them works and why you should use them.


Jul 8, 2021

Our tax structure is what’s called progressive which means the more you make then the more as a percentage that you will pay in tax.

Join me in this episode of Deliberate Money Moves as we explore how you can minimize your taxes by shifting your income across the years.