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End of the Year Investing & Tax Planning Strategies

As we round the corner, coming down to the last stretch of the year, there are some important pieces to weigh. In our End of the Year Investing & Tax Planning Strategies ZOOM CLASS Recording. We’ll help you consider:

  • Tax brackets are scheduled to increase by as much as 25%! Remove future tax liabilities from your investments at the temporarily lower tax brackets.
  • The government has figured out the powerful tax-saving benefits of Roth IRAs and is considering curtailing this important opportunity starting next year. Do Roth Conversions while they are allowed.
  • Up to 85% of your Social Security benefits may be subject to taxes. See how you might be able to structure your finances for your Social Security benefits to be tax-free.
  • Match the characteristics of your investments to the way IRAs, Roth IRAs and after-tax investments are taxed. Align your investment allocations with the types of accounts most appropriate for each.
  • If you are 70½ or older, use tax-savings strategies currently allowed by the government that can actually eliminate taxes on IRAs and other pre-tax accounts.

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