Tax Reduction Strategies

Taxes & Tax Planning | Tax Strategy

 Sara Gelsheimer By: Sara Gelsheimer
Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer.


In this video, Sara explains the following 5 Tax Reduction Strategies:


1.  Tax Loss Harvest

2.  Roth Conversion

3.  Retirement Contribution

4.  Charitable Gifting

5.  529 Contribution


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Helpful Resources:

Complimentary  Worksheet Resources:
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Goal Planning WORKSHEET


Estate Planning MEMO



This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.

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Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. A Wealth Manager and Founder of InspireHer (Plancorp's Women's Initiative), Sara is also a new mom. More »