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Tax Strategies For Today And Tomorrow | Insights Live | Fidelity Investments скачать в хорошем качестве

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Tax Strategies For Today And Tomorrow | Insights Live | Fidelity Investments

Join the Insights from Fidelity Wealth Management team as we examine the latest tax policies out of Washington- and how they could benefit you. We'll also discuss tax-smart strategies that may help reduce your taxable income, maximize potential deductions and keep more of your money working for you. Specific topics we'll cover include: New legislation related to the 2017 Tax Cuts and Jobs Act, which affects federal income tax brackets, standard deductions, state and local tax (SALT) deductions, and more Ways to manage your tax liability in retirement through withdrawal strategies, Roth conversions, and charitable contributions Estate planning strategies, such as annual gifts and the lifetime estate tax exemption, which can help you transfer your wealth efficiently Ideas to help reduce your taxable income and maximize deductions, both today and in the future 00:00 Introductions 02:41 High-level overview of the new tax bill and key changes 06:16 SALT caps and what it means for higher income tax filers 07:21 Charitable deductions changes and what it means for high income tax filers 09:06 New Federal and gift estate tax rates and what it means for clients 12:21 New estate tax limits and what it means for estate planning 14:46 Strategies for clients to consider to reduce their tax bill this year 16:36 Special considerations for small business owners 18:36 Considerations around Roth conversations 22:06 Available strategies to help manage taxes on retirement income 24:26 Most tax-efficient withdrawal strategies for retirement 25:47 Charitable strategies to help with taxes on retirement income 28:56 Tax considerations for moving in retirement 30:42 Opportunities to use trusts to help manage taxes 33:46 Changes to inherited IRA laws and what potential heirs need to know 36:06 How clients can reduce taxes on investment income 28:38 How clients can reduce taxes on mutual fund shares 40:04 Strategies to reduce long-time holdings positions while potentially reducing tax consequences 42:13 Options to reduce your taxes if you have a high-dividend strategy 43:20 How should assets be balanced across mutual funds, tax managed funds, IRA, stocks, and bonds to potentially reduce taxes 45:11 What clients should be aware of when incorporating tax planning into their wealth strategy 47:10 Key takeaways and conclusions Questions? Drop them below 👇 and we’ll reply right in the comments. Watch our latest webinars: https://www.fidelity.com/learning-cen... Get our latest Insights and perspectives on the markets: https://www.fidelity.com/learning-cen... • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Follow Fidelity on Discord:   / discord   • Ask Fidelity on X:   / fidelity   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1223148.2.0 #Taxes #TaxStrategies #TaxBrackets #Retirement #Investing #WealthManagement

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