Podcast Interview with Wayne Zell: Discover the Charitable Pay Raise with Bill Lloyd: A Revolutionary Tax Strategy

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