Tax Planning Opportunities You Might Not Be Aware Of
by Adam Lampe
Sep 29, 2021
3 minutes
Tax planning is not just an opportunity to reduce your tax bill; it is also an opportunity to build up your financial assets with creative strategies. Smart investment choices now can reduce your taxable income pre- and post-retirement, as well as set funds aside for when you'll need them in the future.
Whether you're focusing primarily on your taxes or you're structuring your investment portfolio, by utilizing these often-overlooked tax-planning strategies and thinking outside the box, you can set both yourself and your family up for a prosperous financial future.
The Basics of a Roth Conversion
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