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JAN 16: Market Insights with Brian Spinelli REGISTER TODAY

Harnessing tax-optimized investment approaches can pave the way for reduced tax implications and an enhanced financial portfolio.

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Tax Planning Strategies: Scenarios to Consider

1

Business Owners

Specialized retirement plans can allow for pre-tax contributions resulting in significant tax reductions.

2

Executives

Tax-focused planning for executive benefits like 401ks, Profit Sharing, and Deferred Compensation plans can decrease earned income—and maximize tax savings.

3

High Net Worth Families

Integrating tax considerations into all aspects of financial planning—including making charitable contributions and Quarterly Estimated Taxes—will help optimize outcomes.

4

In Retirement

Strategic choices in taking distributions from retirement plans vs. taxable accounts can help minimize tax hits—and potentially reduce Medicare premiums.

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Explore real tax saving strategies from HH Advisors

Enhance your investment returns with personalized tax planning strategies.

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