Compensation Planning Retirement Planning Tax Planning 
Nationwide Financial
MARCH 6, 2023
For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Optimize retirement plan contributions The maximum allowable 401(k) contribution for 2023 is $22,500, with a $7,500 additional contribution, if the plan allows, for taxpayers who are 50 and over.
Darrow Wealth Management
NOVEMBER 17, 2022
Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. But for others, there might be some strategies to consider.
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Harness Wealth
MARCH 11, 2024
By working with a tax professional, you can apply tax strategies to reduce your taxable income or defer paying taxes. 20 tax reduction strategies for high-income earners in 2024 Tax strategy is complex, and there are numerous ways of reducing taxable income depending on your situation.
Cordant Wealth Partners
SEPTEMBER 9, 2022
Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.
Cordant Wealth Partners
SEPTEMBER 27, 2021
Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.
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