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:
1. Introduction to the Charitable Pay Raise
2. Combining charitable deductions with Roth IRA conversions
3. Impact of the Tax Cuts and Jobs Act of 2017
4. Benefits for high-net-worth individuals and families
5. Estate tax savings and wealth replacement strategies
Hashtags: #TaxStrategy #CharitableGiving #EstatePlanning #RothIRA #TaxCutsAndJobsAct #WealthManagement #Philanthropy #TaxFreeIncome