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75 Best Income Tax Strategies

Feb 28, 2024 · 137.6 KB Download

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This chart presents 75 income tax strategies that can reduce your tax bill. Many of the techniques mentioned can also help your rate of return earned on investments by reducing the tax drag. The different strategies include:

  • IRA and Roth IRA strategies,

  • Capital gain/loss strategies,

  • Bond income strategies,

  • Dividend income strategies,

  • Option transaction strategies,

  • Qualified retirement plan distribution strategies,

  • Stock option strategies,

  • Charitable planning strategies,

  • Specialized investment strategies,

  • Strategic tax alpha strategies,

  • Tactical tax strategies, and

  • Trust and estate strategies.

Download the 75 Best Income Tax Strategies

File name: 75-best-tax.pdf

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