Smart Tax Management: Real-Life Tips and Tricks скачать в хорошем качестве

Smart Tax Management: Real-Life Tips and Tricks

Tax-Saving Tips: Real-Life Client Example and Effective Strategies In this video, we explore various strategies to save money on taxes using the real-life example of a client from Georgia. We discuss their income, tax bracket, and strategies like Roth conversions, qualified and non-qualified dividends, tax efficiency, and Health Savings Accounts (HSAs). Additional insights include the Backdoor Roth strategy and its benefits for high-income earners, along with retirement planning and deductions that could potentially save significant amounts on taxes. Tune in for detailed advice on optimizing your tax scenario and becoming a better steward of your finances. I'm Tommy Cloud, CFP® founder of Third Act Retirement Planning. Since 2000, we've helped Christians be faithful stewards of their wealth, guided by the principle that managing resources is both a blessing and a responsibility. Our Three Pillars of Wise Stewardship: ⭐Nurturing Relationships with Grace and Wisdom ⭐Seeking the Right Financial Counsel ⭐Practicing Intentional Stewardship ⛱️We can only work with a select number of families. So, we've created this channel to share proven strategies and insights from our years of helping clients achieve their financial goals. Apply For A Free Retirement and Wealth Planning Session: https://forms.gle/S8v1hSRxHeGn31D56 Apply for a no cost 2nd opinion of your investments: https://forms.gle/DQx1HRryMwwpDHuc7 How much do I need for retirement? https://forms.gle/J7agfbsMFCX7YELq5 🌎Our collection of free actionable guides and eBooks are listed below and can be accessed here: https://www.thirdactretirement.com/re... 🌀Wealth Wisdom: Mastering the Essentials for a Prosperous Future 🌀Maximize Your Social Security: The Ultimate Spousal Benefits Strategy Guide 🌀Maximize Your Inheritance: 5 Proven Growth Tactics 🌀6 Biblical Principles for Wise Financial Stewardship in Uncertain Times 🌀Building Resilient Wealth: Advanced Correlation Techniques for Effective Diversification 🌀Inflation-Proof Your Portfolio: Strategic Investing for Sudden Wealth 😇Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Third Act Retirement Planning or its members cannot be held liable for any use or misuse of this content. 00:00 Introduction to Tax Savings 00:20 Client Case Study: Income and Tax Breakdown 01:03 Tax Efficiency Strategies 01:17 Qualified Dividends and Capital Gains 03:16 Roth Conversion Benefits 04:33 Health Savings Accounts (HSAs) 06:28 Backdoor Roth IRA Strategy 08:47 Summary and Final Tips