It’s What You KEEP! Important Tax Planning When Investing

Does your financial advisor explain the tax issues related to your investments? Do they show you pretty graphs that don’t even mention tax consequences? In our experience, financial advisors are often terrible tax advisors! Whether you are a W2 employee, business owner, self-employed, or retired, tax efficiency matters a lot. How much of your income have you deferred to later compensation? Are you creating a ticking tax time bomb that should be analyzed? Are capital gains fears keeping you locked into an investment property? Is your financial advisor coordinating with your CPA? Get the low-down on advanced tax planning when investing!

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