Our experienced panel covers essential tax strategies like tax-loss harvesting, Roth IRA conversions, charitable contributions, maximizing retirement accounts, and more. You'll also get insights into the tax rate changes and how they impact your financial planning.
00:00-5:58 Introduction
5:58-9:29 Income Tax Rate
9:29-13:24 Reviewing Withholding and Estimated Tax Payments
13:24-23:38 Year-end Actions
23:38-29:07 Retirement Contributions & Deductions
29:07-33:04 Itemized Deductions
33:04-37:19 Capital Gains & Losses (Tax Harvesting)
37:19-42:54 Charitable Contributions
42:54-49:20 Gifting to the Next Generation
49:20-53:21 Accelerating Income when in a lower tax bracket
53:21-59:20 Business Owner Tax Planning
59:20-1:03:58 Conclusion
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.
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Wayzata, MN 55391
Phone: 952-542-8900
www.360financial.net
