Save Money with These Tax Tips, Ep #333

Published: Jan. 29, 2024, 9 a.m.

Tax season is here so when I found\xa0this article from Morning Star to share some tax tips for you. Your tax bill will be the largest bill you pay in retirement. If you want to reduce it, make sure to press play.\xa0

Helping clients save money on taxes and avoid common investment mistakes is an important task for financial planners. If you don\u2019t have a financial planner, that means you are your own financial planner, so you\u2019ll want to take good notes.\xa0

Outline of This Episode
  • [1:22] Maximizing tax savings
  • [3:30] How to utilize deductions
  • [7:45] How to utilize investment strategies
  • [11:11] How to utilize Roth conversions
  • [13:32] How to know how much to safely spend and how to know if I\u2019m spending too much?
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