Most taxpayers plan their tax strategies at the end of the year, with some waiting until April the next year for qualified retirement plan contributions. But with tax rates going up, the time to plan is at the front of the year to get ahead in income deferral tactics and tax planning management. Wealthy married Americans are now defined by income of $450,000, so capital gain taxes are up, and a 3.8 percent additional tax could be added on to the new tax rates.
Steve and Ken introduce you to tax-advantaged insurance products that can have an impact on your tax bill and your Social Security benefits.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More