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
Are you a Plancorp client?
If you're not sure where to start, reach out to your Wealth Management team to help you set up new financial goals or to check in on your existing goals.
Not a Plancorp client? No problem.
Would you like assistance in determining where you can better organize your finances? Complete this simple 9-question Financial Analysis to get personalized guidance on what you need to turn your situation into financial success.
Already have an advisor?
Whether you already have an advisor or may be evaluating options, this complimentary eBook will help you evaluate your current situation, consider what might be missing and share insight on what you should expect from your financial team.
| Complimentary Worksheet Resources: | |||
|
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.