Kuring Team | EOY Tax Planning Webinar скачать в хорошем качестве

Kuring Team | EOY Tax Planning Webinar

Financial planner Doug Kuring from Wealth Enhancement presents a comprehensive webinar on year-end tax planning strategies. The presentation is divided into two main sections: strategies for when your income is higher than normal, and strategies for when your income is lower than normal. For high-income years, Kuring discusses maximizing contributions to tax-deferred accounts like 401(k)s and IRAs, implementing tax loss harvesting, accelerating tax deductions through donor advised funds and charitable giving, and avoiding the net investment income tax. For lower-income years, he covers deferring tax deductions, portfolio rebalancing to take advantage of lower capital gains rates, and Roth conversions to prepay taxes at lower rates. Throughout the presentation, Kuring emphasizes the importance of understanding tax brackets, calculating income tax capacity, and working with professionals to create comprehensive tax plans before making irreversible financial decisions. For more questions please reach out: https://www.wealthenhancement.com/adv...