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.


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Josh Nowack

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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....


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