Why Summer Can Be A Strategic Time for Tax Planning
Автор: Resolute Wealth Advisor
Загружено: 2025-08-15
Просмотров: 11
Описание:
Many people only think about taxes near year-end, when options can be limited. Summer and early fall often provide more time to evaluate strategies and make adjustments.
In this video, Beau Bryant, CFP® explains why July through September can be a useful period to review certain tax moves, and how proactive, year-round planning can sometimes help you:
• Manage your lifetime tax bill (while noting that some strategies can increase current-year income or reduce deductions)
• Optimize Roth conversions (irreversible, may create higher current-year taxes)
• Strategically manage capital gains (may push you into a higher bracket or affect credits)
• Reduce exposure to Medicare IRMAA surcharges (thresholds change annually)
• Align charitable giving with tax efficiency (subject to IRS limits and individual eligibility)
Each strategy carries benefits and risks, and may not be appropriate for everyone. Consult your CPA or qualified tax professional.
Full Blog Article Here: [link]
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Disclaimer: This content is for informational purposes only and is not tax or investment advice.
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