End of Year Tax Strategies- Money Insights

The Nifty Thrifty Dentists · Dec 1, 2020 · 58m

NOTES

Using tax strategies is using the tax incentives the government has set up to encourage saving and stimulating the economy

If you feel the need to fire your CPA because they aren’t a good fit for you, interview at least three others to find someone who aligns with your goals

Alternative investments have higher risk rewards, but are not necessarily riskier

Implement different tax strategies throughout your career as your goals and needs change throughout your life and circumstances

There are two types of strategies used: alternative strategies and qualified plans, which are defined…