Taxes cut across almost everything we do financially. The investments in your portfolio all have different tax consequences depending on the dividends, interest or capital gains they generate. If you are retired, and drawing down on your assets, the taxes you owe depend on the strategy you use. There are tax beneficial ways to save for college, and the same goes for leaving money to your heirs.
Everyone wants to be tax efficient, but they’re not sure how.
In the most recent episode of The Agent of Wealth Podcast, host Marc Bautis talks about how you can analyze your tax return to be more tax efficient in 2022. In the episode, you will learn potential tax-saving strategies, like Roth conversions, and investment tools, like ETFs.
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