Save $1,000+ on Your Tax Bill with this Little Tax Trick? | Estimated Tax "Loophole" скачать в хорошем качестве

Save $1,000+ on Your Tax Bill with this Little Tax Trick? | Estimated Tax "Loophole"

When performing Roth Conversions or paying retirement taxes, are you using all the rules and 'loopholes' in the IRS code to your advantage? The tax trick in this video can translate to $1,000+ in savings. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. 0:00 Tax Trick in Today's Growing Interest Rate Environment 0:28 2 Ways to Pay Retirement Taxes 1:42 Paying Taxes on an Early Year Conversion 2:02 Estimated Taxes Explained 2:52 Withholding Taxes Explained 3:26 The Safe Harbor Tax Trick 4:57 Example of This Trick Leading to $1,000+ in Savings 6:02 3 Important Considerations - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...