Top year-end tax planning tool - DONOR ADVISED FUNDS скачать в хорошем качестве

Top year-end tax planning tool - DONOR ADVISED FUNDS

One of the most flexible tax planning tools is a donor advised fund. These accounts allow individuals to create tax deductions to a specific dollar amount which can be very handy if you're trying to keep your income below certain thresholds or offset irregular income such as capital gains. In this video, we illustrate a tax planning case that reduces the client's tax bill by about $12,500. The example was inspired by a real world case. Related videos: ✅ How capital gains affect your tax rate:    • NEW! - Can Capital Gains Push Me Into a Hi...   ✅ Shift inherited IRA dollars to your 401k:    • Shift INHERITED IRA to your 401k - TAX FRE...   👉 My professional focus is retirement planning for individuals age 55+. Please visit my website or reach out for a conversation. Thanks for watching! 😀 Ted Erhart, CFP® Financial Planner Anoka, Minnesota www.norrislakeretirement.com   / ted-erhart-cfp%c2%ae-4969939   https://www.facebook.com/profile.php?... Norris Lake Financial Planning is a SEC registered investment advisor able to conduct advisory business in states where it is registered, exempt or excluded from registration. All contents contained herein should not be construed as an offer or solicitation for investment advice or for the offer or sale of any security, insurance or other investment product. Data contained here is obtained from believed reliable sources, however, cannot be guaranteed. Investments contain a risk of loss. Please consult a qualified legal, tax or accounting professional before implementing any investment or strategy discussed.