Tax Tips Every Investor Should Know
The common reason we avoid taxes is complexity – even Albert Einstein had trouble completing his taxes! Make sure you are maximizing the opportunities available to you.
This guide outlines what to look for when reviewing your tax return along with actionable tips to help lower your tax bill now and in the future.
Tax Tips Every Investor Should Know
The common reason we avoid taxes is complexity – even Albert Einstein had trouble completing his taxes! Make sure you are maximizing the opportunities available to you.
This guide outlines what to look for when reviewing your tax return along with actionable tips to help lower your tax bill now and in the future.
In this comprehensive guide,
you’ll discover:
The 5 numbers you need to look at to help lower your taxes
Which is better for you, tax credits or deductions?
How to take advantage of your employer's benefits for maximized savings
How your investment portfolio can lower your tax bill
How you can make your gift as tax-efficient as possible while ultimately making an impact on causes you care about
And much more….
Meet Kim Curtis
I’m Kim Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS, founder and CEO of Wealth Legacy Institute. I am a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy and Free published by Financial Literacy Press. I have been fortunate to have the opportunity to be profiled on NBC, CBS, ABC, FOX, CW as well as Forbes and the Wall Street Journal.
The origins of Wealth Legacy Institute began as a response to shady practices of many financial brokerage firms, such as hiding fees and commissions within long and intentionally complicated fine print. It became clear to me that employees in big brokerage firms were simply salespeople working towards the interests of the brokerage firm, not necessarily the client.
At WLI, we are an independent, Registered Investment Advisory (RIA) firm filled with humanity that puts clients first, not last. We focus on a highly personal client-centric planning model which has been recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of our firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.