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Thank you for listening to Your Life, Simplified...a podcast about putting life in perspective and having a game plan. To sign up for our monthly newsletter containing additional information to help make your life easier, visit our website. In addition, be sure to subscribe so you don't miss an episode.

May 26, 2022

In this week’s podcast episode, Valerie 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.