Tax Planning With Your Investments

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James J Puplava CFP

Whether you are still working on your taxes or you just did them, we’re going to focus today on bringing those taxes down and, particularly, how to do so in the context of your overall investment portfolio. Areas discussed: tax brackets, itemized deductions, exemptions, capital gains, tax-free income, tax shelters, and tax-deferred plans. For our related case study, see pdf here or follow along with the slides below.

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About James J Puplava CFP

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