In this episode of Retirement Done Right, hosts David Rath & Pat Kalish are joined by Sarah Dorsey, CPA, to uncover five powerful, lesser-known tax strategies that can save you thousands and help you keep more of your hard-earned money.🔹 Key Strategies Covered:✅ Box Spreads: How to generate cash-like yield taxed at capital gains rates (not ordinary income).✅ Section 351 Exchanges: Diversify a highly concentrated stock position WITHOUT triggering a massive tax bill.✅ Mega Backdoor Roth: Supercharge your retirement savings with up to $66,000+ in annual Roth contributions (yes, you read that right).✅ Charitable Giving Advanced Tactics: How to use Donor-Advised Funds (DAFs), Charitable Remainder Trusts (CRTs), and Qualified Charitable Distributions (QCDs) to maximize deductions.✅ Qualified Opportunity Zones (QOZs): Defer and potentially eliminate capital gains taxes by investing in distressed areas.📢 Who Should Listen?• Investors with highly appreciated stocks or concentrated positions• High earners looking to maximize retirement savings beyond standard limits• Charitably inclined individuals wanting to optimize their tax impact• Anyone interested in sophisticated wealth preservation strategiesFollow Us YouTube LinkedIn Our Home Base Continuum Wealth Advisors Disclosure The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor. Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.

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