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Optimize your taxes before the year ends!

This video reveals eight actionable tax strategies to maximize savings, reduce liabilities, and prepare for a solid financial future.

We'll Learn about Roth conversions and tax-efficient investing, Strategic tax loss and gain harvesting, The benefits of HSAs, donor-advised funds, and 529 plans.

This is perfect for early retirees, high-income earners, and anyone looking to save more while keeping their financial goals on track.

Start your tax-smart planning today!

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Time Stamp
00:00 - Introduction
01:02 - The Tax Checklist
02:34 - Avoid Over-Optimization
04:47 - Maximize Savings
06:59 - Superhero Accounts for Flexibility.
09:01 - Roth Conversions
10:42 - Tax Loss and Gain Harvesting
12:25 - Charitable Giving and Donor-Advised Funds
15:01 - Education Funding and 529 Plans
19:41 - Timing Deductions Strategically
20:48 - Final Thoughts and Planning Philosophy

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LINKEDIN - [ Ссылка ]

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.

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