Video: Consider hedging against future higher tax rates with a Roth

Bill Cass, CFP®, CPWA®

Bill Cass, CFP®, CPWA®, 03/04/20

With provisions of the Tax Cuts and Jobs Act set to expire in 2025, tax rates will likely move higher. In addition, if there are political changes resulting from the 2020 election, tax rates may be revised earlier.

In this video, Bill Cass and Chris Hennessey highlight Roth IRAs and other tax-efficient strategies that investors may want to consider to hedge against potential future higher taxes.

Topics include the following:

  • A Roth strategy may help hedge against the risk of higher taxes
  • How business owners use a net operating loss (NOL) to offset income from a Roth IRA conversion
  • Plan ahead for a lower estate and gift tax exemption
  • Strategies to manage local state death taxes
Watch the video