Your 2021 Year-End Tax Planning Guide (with Ed Slott)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 8 December 2021

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Ah, Fra-Gee-ly!
0:03.0	It must be Italian!
0:05.0	Well, I think that's just fragile, honey.
0:07.0	Oh, yeah.
0:13.0	Live from Joe's Mom's Basement.
0:15.0	That's the Stacking Benjamin Show.
0:19.0	I'm Joe's Mom's Neighbor Duggan.
0:21.0	Do you pay taxes?
0:22.0	Hey, I don't know.
0:23.0	We could have billionaires listed into the show.
0:25.0	Hey, Elon Musk.
0:26.0	If you're out there, I still need that Tesla.
0:28.0	As for the rest of us, offering help with your end of the year
0:31.0	tax-to-do list from IRAhelp.com, we welcome Ed Slot.
0:37.0	And in our headline segment,
0:39.0	the crypto battle on Capitol Hill rages on.
0:42.0	What do you need to know?
0:44.0	We'll share that.
0:45.0	And later, we'll still throw out the Haven Lifeline.
0:48.0	And in case you're wondering,
0:50.0	today's also National Chocolate Brownie Day,
0:52.0	or, as we call it here in the basement,
	...

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