Year End Tax Moves High Earners Miss Before Dec 31
From Your Next Dollar: Money Management for High Earners · 35:09
Show by NerdWallet Wealth Partners
Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com Learn which year-end tax mistakes could quietly cost high earners thousands before December 31st. Host Andrew Giancola talks with tax attorney and CPA Jasmine DiLucci about the year-end decisions high earners run into — from Roth versus pretax retirement accounts and RSU withholding to tax-loss harvesting and charitable giving. They also look at the viral tax claims circulating on social media, including hiring your kids and writing off a G-Wagon. NerdWallet Wealth Partners, LLC (“NWWP”) is an SEC-registered investment adviser. Registration does not imply skill or training nor does it constitute an endorsement by any securities regulator. The content presented by NWWP is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies and examples discussed are intended to be general in nature, may not reflect the experience of any particular client, are subject to change at any time based upon market or other conditions and may not be suitable for every individual. All investments involve risk, including potential loss of principal invested. Investment past performance is not a guarantee of future results. Before making any investment decision seek advice from a qualified investment, legal or tax professional.
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