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⏰ TIME CODES ⏰

0:00 High Level Strategy

3:44 The Line

7:20 Tax Refund Mistake

9:16 Modified Adjusted Gross Income

15:35 More Income Control

21:15 Long Term Capital Gains

25:23 Dividend Strategy Pros & Cons

31:20 Taxable Investment Portfolios

34:26 Capital Gain Harvesting

36:25 Tax Loss Harvesting

42:41 Fund Efficiency

45:56 Asset Location Strategies

48:57 Charitable Contribution Strategies

57:59 Qualified Charitable Distribution

1:01:08 Bunching

1:02:52 Donor Advised Fund

1:09:08 Roth Conversions

1:12:10 Health Savings Accounts

1:15:12 Marginal Tax Management

1:16:58 State-Specific Strategies

1:18:43 Timing Matters

1:26:42 Where to Get Help

Disclosure:

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable.

Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.