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Money Talks: Tax planning tips

Posted at 11:34 AM, Aug 16, 2020
and last updated 2020-08-16 14:34:41-04

The tax deadline already passed and with tax season over, there’s no time like the present to take steps to ease your tax burden for 2020 and beyond.

Brad Zucker from Safe Money Advisors shares some tax planning tips.

Tax planning tips

  1. Adjust your withholding
  2. Maximize retirement contributions
  3. Diversify your savings
  4. Plan for charitable giving

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Safe Money Advisors, Inc. and JWCA are unaffiliated entities.