Simple Tax Planning Mistakes that Cost You $10k

Did you know simple tax planning errors could cost you $10,000 or more? Avoid costly missteps and start potentially saving more on taxes. Click the link to talk with a financial advisor today about capital gains tax https://calendly.com/all-riverbend-ad... Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry. In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden. We do this by providing: → Social Security Optimization → Tax Planning → Income Planning → Exit Planning for Business Owners → Retirement Planning → Estate Planning ⏱ Timestamps: 0:00 - Tax Planning mistakes 0:45 - Ordinary income 1:40 - Capital Gains 2:20 - 1st way to save money in taxes 3:46 - 2nd way to save money in taxes 5:23 - 3rd way to save money in taxes 6:00 - 4th way to save money in taxes 6:59 - 5th way to save money in taxes 7:50 - 6th way to save money in taxes 8:38 - 7th way to save money in taxes 9:58 - 8th way to save money in taxes 10:54 - 9th way to save money in taxes ______ Check out our video disclosures → https://riverbendwealthmanagement.com...