Tax Payments and Savings - WCI Podcast

Описание: Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investment dog and if you should ever change your asset allocation for potential tax savings. We talk about travel expenses and tax implications that come with that, reducing adjusted gross income and what to do when you do not couple match into residency. Those questions and more in this episode!

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

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00:00 WCI Podcast #377
04:06 Calculating Safe Harbor Taxes
09:51 Tax Implications Of Reimbursements
11:44 Tax Loss Harvesting
16:04 Changing Your Investing Plan
19:50 Changes to the SAVE Program
37:15Lowering AGI & Student Loan Payments
41:05 Unsuccessful Couples Matching
45:54 Group Health Insurance