Ten Tax Savings Strategies

Josh Nowack

May 19, 2015

Here are ten strategies you can deploy to manage your tax bill:

 

  1. Max out retirement plan contributions - both define benefit and defined contributions
  2. Consider a Roth IRA conversion
  3. Review highly appreciated assets
  4. Give increased attention to buy-and-hold strategies
  5. Augment your tax-advantaged investments with muni bonds
  6. Consider redeploying assets to a variable annuity
  7. Consider professionally managed and tax-advantaged investment strategies (or the use of tax-optmization stratgies for managed accounts)
  8. Review dividend distributions of your current portfolio
  9. Engage in gifting and legacy planning
  10. Cosnider using a securities based loan to finance your tax liability

And of course, for all other questions, call us.

   

Back to List

Client Center

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Go Mobile!

...and get what you need, when and where you need it!

Articles

How to drive your business into the ground

Josh Nowack

January 7, 2017

From time to time, clients will ask me to check out investment opportunities.  And for avoidance of doubt, I do so not to recommend an investment and certainly not to sell investments....

Read More...

Phone: 949-354-5495 • Fax: 949-354-5486
Email: info@nowackcpa.com