Solid Tax Overview

Great article that takes a deep dive into many tax strategies.

Sounds like you should convert that traditional IRA to Roth finally!

I think a lot of the tax “avoidance” strategies were eliminated post 2018, still ways to influence on the margins of course but hardly the ridiculousness you saw in 2017 and earlier with the myriad of special deductions and exemptions. (I’d also ignore the tax exempt bond advice… right now bonds are like kyptonite when interest rates rise…)

I think for most people the standard deduction is and will remain a game changer that’s simple yet effective.