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Top 3 Tax Saving Tips That Fly Under the Radar

Top 3 Tax Saving Tips That Fly Under the Radar

FromStay Wealthy Retirement Podcast


Top 3 Tax Saving Tips That Fly Under the Radar

FromStay Wealthy Retirement Podcast

ratings:
Length:
36 minutes
Released:
Sep 11, 2018
Format:
Podcast episode

Description

Right now is the perfect time to start thinking about your 2018 tax bill. Not year-end. Not the first week of April just before you meet with your CPA. Right. Now. With some proper planning, you can make some strategic moves that will help you save money on taxes today and in the future. Today, we’re sharing three tax strategies that are often overlooked or unknown to the general public. They include: Donor-Advised Funds Mega Backdoor Roth Asset Location We’ll explain what each of these are, why they can work for virtually anyone, and how to get started.  We also tackle a listener question about when it’s time to start working with a financial advisor. Links, show notes, and resources for this episode: www.youstaywealthy.com/30  DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.
Released:
Sep 11, 2018
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.