34 min

Guided Path 4-4 Retiree Tax Strategies: Helping You Save Money On Taxes The Financial Call

    • Self-Improvement

Are you tired of paying high taxes and want to keep more of your hard-earned money?
 
In this episode, Zacc Call and Laura Hadley break down various tax strategies to help you save money on your taxes. While they focus on tax strategies geared towards retirees, many of the tax strategies discussed can be applied at any age!
 
Zacc and Laura discuss:
 
Different tax strategies for retirees 
Some strategies that can be applied at any age
The purpose of tax diversification
How you can set yourself up for success in the future
And more
 
Resources:
 
Guided Path 4-3 How Non-Retirement Investments Are Taxed 
Giving Smarter - Donor Advised Funds
DAFs – The Packing Cubes of Charitable Giving
 
Connect With Capita Financial Network:
 
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call 
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
 

Are you tired of paying high taxes and want to keep more of your hard-earned money?
 
In this episode, Zacc Call and Laura Hadley break down various tax strategies to help you save money on your taxes. While they focus on tax strategies geared towards retirees, many of the tax strategies discussed can be applied at any age!
 
Zacc and Laura discuss:
 
Different tax strategies for retirees 
Some strategies that can be applied at any age
The purpose of tax diversification
How you can set yourself up for success in the future
And more
 
Resources:
 
Guided Path 4-3 How Non-Retirement Investments Are Taxed 
Giving Smarter - Donor Advised Funds
DAFs – The Packing Cubes of Charitable Giving
 
Connect With Capita Financial Network:
 
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call 
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
 

34 min