Your 2021 Year-End Tax Planning Guide (with Ed Slott)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 8 December 2021
⏱️ 69 minutes
🧾️ Download transcript
Summary
Our good friend Ben Franklin said the only things certain in life are death and taxes. Since we are coming up on year-end, we'll tackle one of those certainties (you're on your own with the other). To help us, tax expert Ed Slott is back! He'll help you get your finances in order before year-end to avoid any tax surprises in April. Should you convert your IRA to a Roth? What's the contribution deadline for retirement accounts? What changes might be coming in future legislation? Ed's commenting on it all with us today.
We'll also talk about regulation in cryptocurrency during our headline segment. One of the main benefits of cryptocurrency has been the idea that it is unregulated, but the U.S. government is trying to change that. Although the SEC can't agree, will they consider crypto a security and therefore have regulation over it? We'll share the latest details! We'll also tackle 529 and college saving plans during our Haven Lifeline.
Enjoy!
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Transcript
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| 0:00.0 | Ah, fragile. |
| 0:02.0 | It must be Italian. |
| 0:04.0 | Well, I think that says fragile, honey. |
| 0:07.0 | Oh, yeah. |
| 0:12.0 | Live from Joe's Mom's Basement, it's the Stacking Benjamin Show. |
| 0:18.0 | Oh, no! |
| 0:20.0 | Oh! stacking Benjamin's show. |
| 0:30.1 | I'm Joe's mom's neighbor, Doug, and do you pay taxes? |
| 0:31.3 | Hey, I don't know. |
| 0:33.1 | We could have billionaires listening to the show. |
| 0:36.5 | Hey, Elon Musk, if you're out there, I still need that Tesla. |
| 0:43.6 | As for the rest of us, offering help with your end of the year tax to-do list from IRA help.com, |
| 0:45.6 | we welcome Ed Slot. |
| 0:50.9 | And in our headline segment, the crypto battle on Capitol Hill rages on. |
| 0:52.3 | What do you need to know? |
| 0:56.3 | We'll share that, and later, we'll still throw out the Haven Lifeline. And in case you're wondering, today's also National Chocolate Brownie Day, or, as we |
| 1:02.5 | call it here in the basement, an average Wednesday. Now, two guys who fight over the corner |
| 1:08.8 | piece, it's Joe and O J jia, jia, jia, je. |
| 1:18.0 | You know, they make those little cutters now that you can make brownies that every piece is a four-corner piece. |
| 1:25.2 | Best invention ever. |
| 1:26.3 | It's the pan that makes each piece as a... |
| 1:28.2 | Seriously, you know how you do the David Letterman, like top five countdown? Let's do the top three. Like fire was number three, the wheel was number two, and that corner cutter probably number one. Oh, sliced bread. Oh, well, I mean, there's a saying about that. It's good at sliced bread. here, everybody, welcome to an episode that's going to be as good as sliced bread. How about that? |
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