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Unlocking Your Financial FutureAuthor: BA Schrock Financial Group
Financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence. Language: en Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Mid-Year Tax Planning: Roth Conversions, Tax Losses & Giving
Episode 156
Thursday, 17 September, 2026
Tax planning is easier when you make decisions before the calendar forces your hand. Today, we walk through several mid-year tax planning strategies that may help retirees coordinate income, investments, and giving more intentionally throughout the year. The key is knowing which opportunities actually fit your situation instead of assuming every popular tax strategy belongs in your plan. Here’s some of what we discuss in this episode: 🧾 Mid-Year Planning: Start before tax season 🔄 Roth Conversions: Evaluate future tax exposure 📆 Annual Strategy: Reassess conversions each year 📉 Tax Losses: Use downturns strategically 🎁 Charitable Giving: Coordinate gifts with taxes 📤 QCD Planning: RMDs can support giving For more, visit us online: https://baschrock-fg.com/
