Guided Path 4-4 Retiree Tax Strategies: Helping You Save Money On Taxes

Apr 3, 2023

Are you tired of paying high taxes and want to keep more of your hard-earned money?

 

In this episode, Zacc Call and Laura Hadley break down various tax strategies to help you save money on your taxes. While they focus on tax strategies geared towards retirees, many of the tax strategies discussed can be applied at any age!

 

Zacc and Laura discuss:

 

• Different tax strategies for retirees 

• Some strategies that can be applied at any age

• The purpose of tax diversification

• How you can set yourself up for success in the future

• And more

 

Resources:

 

• Guided Path 4-3 How Non-Retirement Investments Are Taxed 

• Giving Smarter - Donor Advised Funds

• DAFs – The Packing Cubes of Charitable Giving

 

Connect With Capita Financial Network:

 

• [e-mail]

• [e-mail]

• [phone]

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network