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5 Strategies to LOWER Taxes (Over Your Lifetime)
See more at https://RetireMentorship.com/178.
Roth Conversions: https://youtu.be/cgp5OHcKisY
Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)
Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at LaxFP.com/freeman-linde.
Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.
Timestamps: 00:00 Introduction 00:58 Last Year's Taxes vs. Lifetime Taxes 02:30 Tax Deduction vs. Tax Credit 04:23 Strategy 1: Pay College, Not the IRS 06:46 Strategy 2: Bundle Your Deductions 11:08 Strategy 3: Compound Your Triple Tax Advantage! 13:26 Strategy 4: Give to Charities, Not the IRS 15:31 Strategy 5: Proactively Pay Less Taxes 16:21 Tax Preparation vs. Tax Planning 18:34 Take Action!
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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By Freeman Linde, CFP®See more at https://RetireMentorship.com/178.
Roth Conversions: https://youtu.be/cgp5OHcKisY
Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)
Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at LaxFP.com/freeman-linde.
Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.
Timestamps: 00:00 Introduction 00:58 Last Year's Taxes vs. Lifetime Taxes 02:30 Tax Deduction vs. Tax Credit 04:23 Strategy 1: Pay College, Not the IRS 06:46 Strategy 2: Bundle Your Deductions 11:08 Strategy 3: Compound Your Triple Tax Advantage! 13:26 Strategy 4: Give to Charities, Not the IRS 15:31 Strategy 5: Proactively Pay Less Taxes 16:21 Tax Preparation vs. Tax Planning 18:34 Take Action!
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.