Working with a financial advisor you trust is a great way to make sure your tax bill is as small as possible, but there are steps you can do by yourself. You can take advantage of tax-advantaged retirement plans like 401(k)s and IRAs, convert pre-tax dollars to Roth dollars, use health savings accounts and flexible spending accounts, and recognize capital losses to offset tax bills. Read on for more ideas on how to minimize your liability and maximize your savings.
Click here to read the article.
This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”). XML is not responsible for any actions taken related to this information.
who we are
Wondering if there might be something more you and your money could do?
There are several different ways to connect with us. Chose whichever you are most comfortable with.
let’s talk