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Top 10 Tax Saving Strategies - 123
Episode 123

Top 10 Tax Saving Strategies - 123

Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA

July 17, 20171h 11m

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Show Notes

The Top 10 tax saving strategies of the last 25 years: From tax loss harvesting to 529 education savings plans. From LLCs vs. S-Corps to asset location (that is, what type of assets you put in what type of accounts). From charitable giving to estate tax planning, and then some. Also, an overview of what happened in the market in the second quarter, and titans, tritons, sun gods and mermen.