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6 Smart Tax Moves To Make Before Filing Your Taxes
Our latest episode "6 Smart Tax Moves To Make Before Filing Your Taxes" is designed to help you take charge of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth, is joined by our expert guests, Associate Wealth Advisor Megan M. Miller, EA and Steve Pitchford, CPA, CFP® Director of Tax and Financial Planning. Together, they unpack six powerful tax-saving moves that can help you optimize your tax situation before filing.
What You’ll Learn In This Episode:
- Maximizing Retirement Contributions: Discover how fully leveraging your 401(k), IRA, or SEP-IRA can lower your taxable income and secure your long-term financial health.
- Exploring Roth Conversions: Learn the benefits of converting traditional IRAs to Roth IRAs, including how to lock in today’s tax rates for a tax-free retirement.
- Utilizing Tax-Loss Harvesting: Understand how selling underperforming assets can help offset capital gains and reduce your overall tax liability.
- Optimizing Charitable Contributions: Get insights on how strategic giving—whether through lump-sum donations or donor-advised funds—can boost your tax savings.
- Navigating Deductions: Assess whether itemizing your deductions might be more beneficial than taking the standard deduction in light of potential changes.
- Evaluating Estate Planning Strategies: Explore methods to protect your wealth, especially as estate tax laws evolve.
At Towerpoint Wealth, our mission is to empower our clients with the knowledge and tools they need to achieve lasting financial success. We’re dedicated to building long-term relationships rooted in trust, personalized service, and proactive financial guidance. Whether you’re planning for retirement, managing investments, or preparing for tax season, our team is here to help you navigate the complexities of the financial landscape.
If you have any questions about the episode or need personalized advice on wealth management and financial planning, please don’t hesitate to reach out. Our team is committed to helping you make informed decisions that align with your financial goals.
Contact Us Today for a consultation or to get answers to your financial questions. https://towerpointwealth.com/sacramento-towerpoint-wealth-contact-us/
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By Joseph Eschleman, CIMA®Our latest episode "6 Smart Tax Moves To Make Before Filing Your Taxes" is designed to help you take charge of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth, is joined by our expert guests, Associate Wealth Advisor Megan M. Miller, EA and Steve Pitchford, CPA, CFP® Director of Tax and Financial Planning. Together, they unpack six powerful tax-saving moves that can help you optimize your tax situation before filing.
What You’ll Learn In This Episode:
- Maximizing Retirement Contributions: Discover how fully leveraging your 401(k), IRA, or SEP-IRA can lower your taxable income and secure your long-term financial health.
- Exploring Roth Conversions: Learn the benefits of converting traditional IRAs to Roth IRAs, including how to lock in today’s tax rates for a tax-free retirement.
- Utilizing Tax-Loss Harvesting: Understand how selling underperforming assets can help offset capital gains and reduce your overall tax liability.
- Optimizing Charitable Contributions: Get insights on how strategic giving—whether through lump-sum donations or donor-advised funds—can boost your tax savings.
- Navigating Deductions: Assess whether itemizing your deductions might be more beneficial than taking the standard deduction in light of potential changes.
- Evaluating Estate Planning Strategies: Explore methods to protect your wealth, especially as estate tax laws evolve.
At Towerpoint Wealth, our mission is to empower our clients with the knowledge and tools they need to achieve lasting financial success. We’re dedicated to building long-term relationships rooted in trust, personalized service, and proactive financial guidance. Whether you’re planning for retirement, managing investments, or preparing for tax season, our team is here to help you navigate the complexities of the financial landscape.
If you have any questions about the episode or need personalized advice on wealth management and financial planning, please don’t hesitate to reach out. Our team is committed to helping you make informed decisions that align with your financial goals.
Contact Us Today for a consultation or to get answers to your financial questions. https://towerpointwealth.com/sacramento-towerpoint-wealth-contact-us/