Alaska Wealth Advisors’ Post

Reviewing investment-related tax strategies at the end of the year is a smart move that can help optimize your financial plan. Financial advisors suggest exploring three potential tax actions that could be taken to ensure you are making the most out of your investments. Read the full article here. 👉 https://loom.ly/bzQhwUU #AngolanoAndCompany #FinanceTips #TaxTips #InvestmentTips

Even with this year's encouraging market performance, you still may have an opportunity to harvest some losses in taxable accounts. Let me know if you'd like to learn more about our direct indexing solutions for taxable accounts. #taxplanning #financialplanning #money #retirementplanning https://lnkd.in/dTJqYZHz

It's common to see investors lose sight of the bigger picture when they only focus on absolute return numbers. Remember, after-tax returns are more important than simply getting the highest return possible. Speak with your advisor or reach out to me if you have questions about your portfolio's tax-efficiency.

📌 Tax Day Reflections with Premier Wealth Advisors Tax season is upon us, and as we finalize our returns, it's a great time to think about the bigger picture of financial planning! 🧩 ✨ Why Proactive Planning Matters Tax planning isn't just a once-a-year task. By being proactive with your finances, you can reduce tax liabilities and set yourself up for financial success all year round. 🔍 Know Your Tax Situation Understanding your income sources, deductions, and tax bracket is key! This knowledge helps you make informed decisions to optimize your tax efficiency. 💡 Strategies for Tax Efficiency Boost retirement savings 🏦 Harvest investment losses 📉 Support charitable causes 🤝 Stay updated with tax law changes 📚 🌟 Holistic Financial Planning Tax planning is just one part of the bigger financial picture! At Premier Wealth Advisors, we offer holistic financial planning to help you reach your goals, from investments to estate planning. Ready to take control of your financial future? Reach out to us today! We're here to guide you every step of the way. #TaxDay #FinancialPlanning #PremierWealthAdvisors

By implementing tax-efficient strategies into your overall financial planning you can learn to manage, defer, and/or reduce your income tax burden. Check out these four tax-efficient strategies from #BrynMawrTrust’s Ellen T. Jordan, CFP. 

DID YOU KNOW: Our reporting includes the following essential U.S. tax receipts: Form 1099-B: This form is crucial as it reports proceeds and costs related to security dispositions, showcasing the capital gains as short-term or long-term. Form 1099-DIV: It details dividend income, trust income, and income from non-U.S. partnerships, offering a comprehensive view of various income streams. Form 1099-INT: Reports interest income, aiding in the comprehensive disclosure of income sources. Form 1099-MISC: Covers miscellaneous other income, ensuring a detailed overview of different income categories. https://lnkd.in/g-9p8dAB

By implementing tax-efficient strategies into your overall financial planning you can learn to manage, defer, and/or reduce your income tax burden. Check out these four tax-efficient strategies from #BrynMawrTrust’s Ellen T. Jordan, CFP. 

By implementing tax-efficient strategies into your overall financial planning you can learn to manage, defer, and/or reduce your income tax burden. Check out these four tax-efficient strategies from #BrynMawrTrust’s Ellen T. Jordan, CFP. 

Your business isn’t a photograph; it’s a movie, constantly evolving and growing. An effective, dynamic tax planning strategy should be integrated into your overall business blueprint, helping identify both short-term and long-term tax benefits. Remember, a well-planned today can fortify your business's value and personal wealth tomorrow. https://lnkd.in/geH-8R2P #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning