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Plan Ahead Tax Strategies
Archived series ("Inactive feed" status)
When? This feed was archived on July 16, 2024 14:15 (). Last successful fetch was on August 11, 2023 09:44 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 278214924 series 1042271
Is there anything you can be doing now to save some on your taxes when you file next year? Why is it important to look at these strategies?
Mike is joined by Justin Meade, CFP®, CRPC®, CKA®, to discuss some strategies you may want to consider at the end of the year to maximize your deductions on your tax return. They answer questions like:
- What is your marginal tax bracket. and why is it important?
- How does knowing your adjusted gross income (AGI) play into your tax strategy?
- How does “bunching deductions” work?
- What are some advantages of giving through a Donor Advised Fund?
- Are long term care premiums or assisted living expenses deductible?
- What about property taxes or SALT (state and local tax)?
They also discuss how the election results may or may not affect your tax planning strategies, the pros and cons of a ROTH conversion, Qualified Charitable Distributions (QCDs), and capital gains.
Click here to read the article Justin recently wrote on this subject!
152 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on July 16, 2024 14:15 (). Last successful fetch was on August 11, 2023 09:44 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 278214924 series 1042271
Is there anything you can be doing now to save some on your taxes when you file next year? Why is it important to look at these strategies?
Mike is joined by Justin Meade, CFP®, CRPC®, CKA®, to discuss some strategies you may want to consider at the end of the year to maximize your deductions on your tax return. They answer questions like:
- What is your marginal tax bracket. and why is it important?
- How does knowing your adjusted gross income (AGI) play into your tax strategy?
- How does “bunching deductions” work?
- What are some advantages of giving through a Donor Advised Fund?
- Are long term care premiums or assisted living expenses deductible?
- What about property taxes or SALT (state and local tax)?
They also discuss how the election results may or may not affect your tax planning strategies, the pros and cons of a ROTH conversion, Qualified Charitable Distributions (QCDs), and capital gains.
Click here to read the article Justin recently wrote on this subject!
152 episodes
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