Cutting Your Tax Bill

It’s not how much you MAKE but how much you KEEP.  IRA deductions, Roth IRA tax benefits, creative ways to give to charity, and more!  This video discusses the importance of tax planning within investment planning.. Check out the full video below to hear what our Founder and President Erik Thompson has to say. Please don't hesitate to reach out if you have questions or would like to discuss anything we cover in the video.

Source for the chart used in this video: Original chart created by Peerless Wealth LLC with information used from New Wallet