Ep. 20 Tax Planning - Strategies To Keep More Of What You Make
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Ep. 20 Tax Planning - Strategies To Keep More Of What You Make
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2023 was a year of rapidly rising interest rates and inflation that has forced us all to consider cost-saving opportunities. That’s where tax planning come in - after all, it’s not what you make, it’s what you keep! As we approach year-end, there are a few strategies that you might want to take advantage of to reduce your current and future tax bill. In this episode we’ll cover:
· Important tax dates (2:50)
· Where to get started (4:52)
· Important moves to consider (6:42)
· Reviewing your portfolio’s tax efficiency (9:45)
· Retirement planning (12:19)
· Education funding options (14:42)
· Estate planning & charitable giving (16:41)
If you’re in a high tax bracket and looking for ways to minimize this cost, don’t miss this episode!
Resources:
Tax Planning Guide
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