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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Wednesday Nov 10, 2021
Wednesday Nov 10, 2021
It’s not what you make but what you keep. Do you know that the taxes you pay on your investments can vary?
Well then, this episode is for you!
In this information-packed episode, Larry Heller discusses diversification, taxes, and different strategies you can use to maximize your return by minimizing your taxes.
Larry discusses:
- What cost basis is and how to lower your capital gains tax
- How to select the proper method for reducing taxes on your mutual funds
- Why it’s helpful to know what tax bracket you're in to save you money
- Why not knowing about mutual fund distributions and turnover can lead to surprise taxes
Resources:
Connect With Larry Heller:
- Email Larry
- (631) 293-2806
- Heller Wealth Management
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