Interested in learning more about advanced tax planning?

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In line with our most recent post on earning government-guaranteed interest from tax lien certificates, here is a checklist that can and should be referenced by tax lien investors.

In line with our most recent post on earning government-guaranteed interest from tax lien certificates, here is a checklist that can and should be referenced by tax lien investors. Checklist for Tax Lien Investors – Check your local county or taxing authority for where and when the auctions are held – If you are interested…

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most common tax planning myths

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Investment Strategy #13: Earn government-guaranteed interest from tax lien certificates

Many cities and local governments have auctions or sales that permit you to purchase property tax liens. A property tax lien results when a real estate owner – usually a homeowner – doesn’t pay property tax. – If you purchase the lien, you pay the delinquent taxes For this, you receive a certificate entitling you…

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Ever wonder how you can use the tax code to your advantage?

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CPAs’ tax knowledge & time are often limited

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Investment Strategy #12: Fully fund your IRA

Virtually all working Americans can contribute up to $2,000 per year to an IRA, while one-income couples can contribute up to $2,250 per year. Money in an IRA compounds, tax-free, until withdrawal. The difference, though, is that your IRA contributions may not be fully tax deductible, as they were before. If you or your spouse…

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Investment Strategy #11: Participate in your employer’s 401(k) plan

A 401(k) plan is a retirement plan in which an employee can elect to have the employer contribute part of the employee’s wages to the plan on a pretax basis. These deferred wages are not subject to income tax withholding at the time of deferral. With a 401(k) you can have money “saved” for you…

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Know that with intelligence & a strong work ethic!

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Investment Strategy #10: For tax-free mutual fund investing, use self-directed annuities

A self-directed or “variable” annuity combines the investment power of no-load mutual funds with tax deferral. Unless you invest in a mutual fund inside a tax-sheltered retirement plan, you’ll owe income tax immediately on every dividend. That’s true even if you reinvest all of your dividends, as most mutual fund investors do. What’s more, if…

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