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239. How can I reduce my current taxable income?
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On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against risky practices like creative accounting or intentional losses.
Podcast Episodes Referenced:
- Ep 229: How do I avoid capital gains tax?
YouTube Videos Referenced:
- Can a donor-advised fund reduce taxable income?
- How to Reduce Taxable Income as a Business Owner?
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- Wiser Wealth Management
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Capitole
1. Growing Firm and Financial Advice Discussion (00:00:00)
2. Tax Reduction Strategies for W-2 Workers (00:11:59)
3. Tax Planning Strategies and Pitfalls (00:23:14)
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