All Wealth Planning Content

Episode 7: Tax-Loss Harvesting and Savings Opportunities

Thomas Kelley, CPA, CFP®, AEP® |
Emerald GEMs
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June 16—With the economy and markets in turmoil, you may be asking: How do I use the losses in my portfolio to my advantage? Director of Income Tax Planning Tom Kelley, discusses how to turn a market loss into a gain through tax-loss harvesting. In times like these, it is important to recognize that harvesting these losses now, when done appropriately, helps enable tax savings today and potential tax savings in the future.

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Episode 6: Roth IRA Conversion for High Earners

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs
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June 9—The global pandemic has created challenging economic times. What strategies can high earners with retirement investments that are currently undervalued, or who expect a low-income year, take advantage of? National Director of Advanced Financial Planning, Bradley Crockett, discusses how this may be an opportune time to convert assets from a traditional IRA to a Roth IRA for long-term tax saving benefits.

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Benefits of a Roth IRA Conversion for High Earners

Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning
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The threat of higher tax rates in the future emphasizes the importance of a tax-free source of income. For this reason, a Roth IRA can be a very effective planning tool. By preserving the Roth IRA for as long as possible, you are providing the opportunity for maximum growth to an account that can be income-tax-free.Benefits of a Roth IRAThe benefit of a Roth IRA is that it is essentially an income-tax-free vehicle.

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