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Ever wondered how taxes affect your investments? Our latest video is a must-watch! Learn if it's better to tax the seed (initial investment) or the tree (final value) and make informed IRA decisions before the Tax Cuts and Jobs Act sunsets in 2025. #TaxPlanning #InvestmentStrategy #LibertyOneWealth

🌳💰 Curious about the impact of taxation on your investments? Our latest video breaks down whether it's better to tax the seed (initial investment) or the tree (final value). Learn how understanding this concept can help you make more informed decisions about Roth IRA and Traditional IRA strategies, especially with the Tax Cuts and Jobs Act sunsetting at the end of 2025! #TaxPlanning #InvestmentStrategy #LibertyOneWealth

Tax-smart investing is one of the best ways to improve investment performance. Every year I talk to people with mutual funds in taxable accounts. And just about every year, even if they haven't sold any funds, they pay long-term capital gains taxes because the mutual funds distribute capital gains. Using taxable investment accounts is a great way to build wealth. But inefficient investing can make it harder than it should be. Long-story short: mid-October (aka now) is a great time to review the tax-ramifications of your investments. Make sure you're not paying more in taxes than you need to. #Investing #Taxes

IMPORTANT: Are you prepared for the estate tax exemption sunset? In this episode of The Drawdown, Cherry Bekaert reveals how investment fund managers can plan ahead for its potential impacts. Discover how adequate and timely estate planning with trusted advisors can help you capitalize on current tax benefits. Tune in now! https://okt.to/p1vcVu #EstateTax #EstateTaxSunset #TaxLegislation

Investment Tip of the Week: Understand Tax Benefits Take advantage of tax benefits such as depreciation, cost segregation, and 1031 exchanges to enhance your returns. These tax strategies can significantly impact your bottom line and boost your investment performance. #RealEstateInvesting #TaxBenefits #TNTCapitalPartners #multifamilyinvestment #multifamilyinvesting #realestate #realestateinvesting #passiveincome #finacialfreedom #syndication #multifamilysyndication

Are you prepared for the estate tax exemption sunset? In this episode of The Drawdown, Cherry Bekaert reveals how investment fund managers can plan ahead for its potential impacts. Discover how adequate and timely estate planning with trusted advisors can help you capitalize on current tax benefits. Tune in now! https://okt.to/2eMcw9 #EstateTax #EstateTaxSunset #TaxLegislation

Are you prepared for the estate tax exemption sunset? In this episode of The Drawdown, Cherry Bekaert reveals how investment fund managers can plan ahead for its potential impacts. Discover how adequate and timely estate planning with trusted advisors can help you capitalize on current tax benefits. Tune in now! https://okt.to/kBvWJY #EstateTax #EstateTaxSunset #TaxLegislation

Are you prepared for the estate tax exemption sunset? In this episode of The Drawdown, Cherry Bekaert reveals how investment fund managers can plan ahead for its potential impacts. Discover how adequate and timely estate planning with trusted advisors can help you capitalize on current tax benefits. Tune in now! https://okt.to/txCS1U #EstateTax #EstateTaxSunset #TaxLegislation

Starting a buy to let business is a popular and attractive investment for many individuals but it is vital that you plan carefully to maximise your return and avoid unnecessary costs and tax implications: https://lnkd.in/e7Rnxp4U

Investors tend to spend a lot of time thinking about what investments to make and not enough about where they should be kept. Learn why asset location deserves more attention and may offer the opportunity to reduce your taxes. https://lnkd.in/ekpnpNvG