FGG Financial Grownup Guide: 5 Year End Tax planning tips with guest co-host David Rae CFP®

FGG Year End Tax Planning Instagram

Taxes are never fun but millions of Americans may pay less for 2018. David Rae CFP® joins Bobbi for a breakdown of what changes matter and specific things Financial Grownups can do to make sure they are on track for when it is time to turn in their returns this spring. 

Here are 5 tips for year end tax planning

  • Max out your retirement accounts

  • Set up the Right Retirement Plan for your business

  • Strategically Bunch your Tax Deductions

  • Consider Doner-Advised Funds

  • Tax-Loss Harvesting