We only get so many guarantees in life — death and taxes.

And with the tax deadline day approaching, I thought this was an important topic to share with you today.

Because I learned firsthand how you can lower your tax bill.

So I’m bringing you my favorite tax specialist Rachel Klinger. We’ll discuss:

  • Ways you can lock in some real tax savings. (1:15)
  • How to create a “spillover IRA.” (4:04)
  • One of the most underrated tax breaks there is. (9:05)
  • Roth conversion? What is it? Does it make sense for you? (14:34)

These are not just ways to shake the couch cushions for spare change on your taxes. But actionable steps you can take to seriously move the needle for your 2023 tax bill.

Watch the new Banyan Edge podcast now:

(Or read the transcript here.)

And if you liked this episode and have comments or questions, just let us know at BanyanEdge@BanyanHill.com!


Charles Sizemore's Signature

Charles Sizemore

Chief Editor, The Banyan Edge