While there isn't a silver bullet that can shield all your money from taxes, this podcast episode focuses on proactive and reactive strategies to help defer taxes if you have excess income. We focus specifically on tax liability while exploring different investment vehicles to help you allocate your assets appropriately, depending on your financial goals. And, we discuss factors that may drive your taxable income higher.
Tracking # T003767
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.