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Investments glossary

Tax Planning


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Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. Tax planning is an essential part of an individual investor’s financial plan. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success.

Creating your Tax Plan!
Creating your Tax Plan!
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Creating your Tax Plan!
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35:20
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Feb 15, 2020
Tax Planning 101: Become A Tax Planner Pro
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Tax Planning 101: Become A Tax Planner Pro
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Date posted
Jan 9, 2019
How To Create A Tax Plan For Your Retirement
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How To Create A Tax Plan For Your Retirement
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Date posted
Sep 18, 2018

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