2021 Year End Tax Planning: SALT Deductions, ROTH Contributions, Oh My!

December 6, 2021 – In today's Lifetime Planning segment, we discuss the things to do now before year end when it comes to tax planning for 2021, including tax loss harvesting, making use of opportunity zones, charitable giving, ROTH conversions, and much, much more. We also explain what legislation is likely to pass in terms of SALT deductions, income tax rates, and other items currently in the works for individuals and couples to be aware of.

To speak with any of our advisors or wealth managers, feel free to Contact Us online or give us a call at (888) 486-3939.

Stay ahead of the news! Subscribe to our premium weekday podcast

Financial Sense Wealth Management: Invest With Us
Financial Sense Newsletter
Email:
Subscribe to Financial Sense Newshour on iTunes