5 Tax Planning Strategies Used By The Ultra-Wealthy
Wealthy Americans understand just how deadly taxes can be. That’s why they do everything in their power to use the laws to their advantage to help them pay fewer taxes. Most people don’t realize it, but many of these same strategies the wealthy use to save a fortune in taxes are also available to you. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, discuss strategies to potentially save you a small fortune in taxes, why you shouldn’t withdraw money from your IRA or 401K without a plan, strategies for minimizing taxes on Social Security benefits, and more!