Discover A Revolutionary Tax Strategy - "The Charitable Pay Raise" when Wayne interviews Bill Lloyd
Description
In this episode of "Blueprint for Wealth," host Wayne Zell interviews Bill Lloyd, a financial services expert with over 35 years of experience. Bill introduces the "Charitable Pay Raise," a patented tax strategy designed to maximize after-tax cash flow while supporting meaningful charities. Learn how this innovative approach combines charitable income tax deductions with Roth IRA conversions to create tax-free cash flow for life. Bill also discusses the impact of the Tax Cuts and Jobs Act of 2017 on this strategy and how it can benefit high-net-worth individuals, families, and philanthropists. Don't miss this insightful conversation on tax planning, estate planning, and financial strategies.
Key Topics:
- Introduction to the Charitable Pay Raise
- Combining charitable deductions with Roth IRA conversions
- Impact of the Tax Cuts and Jobs Act of 2017
- Benefits for high-net-worth individuals and families
- Estate tax savings and wealth replacement strategies
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United States
