Strategic Tax Planning: Maximize Your Return - Your Money, Your Wealth TV S8 | E3

What comes to mind when you think of your taxes? Do you feel a pain in your stomach? Financial professionals Joe Anderson and Alan Clopine want to empower you to maximize your return by using strategic tax planning. They take a look at the changes in tax law and give you some tools and strategies to help you keep more of the money that you make.

Download the free Tax Planning Guide: https://purefinancial.com/white-paper...

Important Points:
0:00 Intro
1:19 Financial Focus
2:43 New Deadlines
3:46 Taxable Income Example
5:46 New Deductions
7:29 New Retirement Account Limits
8:51 New Gift Tax & Estate Exclusions
11:16 Individual Strategies
13:30 Donor Advised Fund
14:35 Tax Tools
17:30 Asset Location
20:00 Business Strategies
21:20 Business Retirement Plans
22:53 Real Estate Investor Strategies
24:20 Pure Takeaway

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
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