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:
- How Tax Projections Help You Make Better Financial Decisions
- Tax Minimization Strategies with Multiple Income Streams
- Important Questions You Should Ask Your Financial Advisor
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Net Worth WORKSHEET |
Goal Planning WORKSHEET |
Cash Flow WORKSHEET |
Estate Planning MEMO |
Disclosure:
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.
