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🖐🏼 Welcome back! Today we are kicking off a new year-end tax planning mini-series. This series is intended to help you identify potential tax savings opportunities you could be taking advantage of before 12/31.

 

 

📈 This video focuses on capital gains. There are two types of gains you should be aware of – short and long term. What are they, and how do they work?

💵 Next, we break down tax rates and share opportunities for potential “free money.”

🤔 We close by sharing two opportunities you should consider before the year ends. Oh, and don’t let your financial professional tell you they can’t give you tax advice – that’s baloney!

 

This video is intended for educational purposes only and should not be considered investment advice. Please consult a professional before taking any action.

 

 

Have you ever heard the term “Roth Conversion?”

Any idea what that means? Well, you came to the right place! Hint, the idea is to pay less in taxes in the long run.

In this video, we breakdown the concept of a Roth conversion. What is it? Who is appropriate for? Who might want to consider converting? How do you know how much to convert?

Tune in, we will help you! #taxes #roth #rothconversions #IRA 

This video is intended for educational purposes only and should not be considered investment advice. Please consult a professional before taking any action.

 

Did this video resonate with you? Would you like to speak to our team? We offer a no-cost, no-obligation first discovery meeting to learn if planning is appropriate for you. We have video-conferencing technology and are not limited geographically. Wherever you are, if you need help, we can help you! Connect with us by filling out our form at www.seedpg.com/contact

 

S.E.E.D. Planning Group LLC (S.E.E.D.) is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.’s team provides investment fiduciary and fee-only financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.

 

Travis Maus is the managing partner and a wealth manager at S.E.E.D. Planning Group, LLC. He earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of Care. As a wealth manager, he is also a member of the firm’s Financial Planning team where he provides coordinated and strategic financial planning and investment services to families and small businesses.

 

Steve is a partner at S.E.E.D. Planning Group, LLC, and serves as the Director of Community Engagement and Head of Client Experience. He is responsible for ensuring all clients feel welcomed, heard, and appreciated. Humbled by faith, Steve is a community-minded business leader who believes that serving others through giving time, talent, and resources may change someone’s life forever and recognizes that each individual has the capacity to make a significant impact on their community