7 Investments That Will REDUCE Your Taxes Immediately
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- Опубліковано 4 лип 2024
- [Timestamps Below] Being the owner of a retirement planning firm and a tax prep firm, I've seen hundreds of people use these seven investments, not only to reduce taxes but also to create tax-free growth and tax-free income.
Four of them you might know, and you've heard before, but three of them are a little bit different and many people have not explored these options, so I want to make sure that you know about these ones too.
Dave Zoller, CFP®
The Non-Profit I Mentioned
www.flourishrwanda.org/
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00:00 - 7 Investments
00:43 - Investment 1
04:29 - Investment 2
08:13 - Never pay tax on gains
09:50 - Investment 3 (Watch Out!)
12:25 - Investment 4
14:45 - Investment 5
17:16 - Investment 6
20:39 - Investment 7
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Dave this is a great and informative video. Thank you!
Thanks for your continued education Dave! 👏🏽👍🏽
Semper Fi!❤️🇺🇸
This was very very helpful! Subbed.
I have watched several CFPs in my desire to reduce taxes. I love your emphasis on the spiritual components.
Thank you!
I recognize the benefits of DAFs, and while they would reduce your taxes, they are NOT an investment which returns a material gain. So, for wealthy folks, yes.
I am over 65 and never enrolled in Medicare and will not enroll in Medicare. Can I use an HSA?
Dave, Great video! Could you lay down some knowledge about starting a dividend paying fund. Qualified dividends have the same tax rate as long term capital gains, where for married filing jointly allow for the first $80k (or so) tax free. To top that out with ~4% dividend aristocrats you would need $2 million or so in that account. Having an appropriate proportion according to your assets may make some sense ($300,000 would yield about $1000 monthly tax free, which is equivalent to ~$1300 taxable income - give or take) Compare that to an annuity if you will. Thank you.
Great ideas!
Rmd. Irma ?
Income-related monthly adjusted amount (IRMAA)
Required minimum distribution (RMD)