EP 78 - What to do with Your 100K of Tax Savings

The Mark Perlberg CPA Podcast

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Tax planning goes beyond simply aiming for a refund; it’s about reinvesting that windfall into opportunities that foster long-term wealth. We explore strategies like paying off high-interest debt, business reinvestment, and various investment avenues such as real estate, oil and gas, life insurance, and Roth conversions to maximize your financial gains.
• Importance of managing credit card debt
• Reinvesting in business for higher returns
• Real estate as a significant wealth-building vehicle
• Exploring oil and gas investment benefits
• Utilizing life insurance for tax-advantaged growth
• Advantages of partnership interests in unique investments
• Stock investments and advantages of capital gains taxation
• Considering Roth conversions for future tax savings

Rozdziały

1. EP 78 - What to do with Your 100K of Tax Savings (00:00:00)

2. Tax Planning and Wealth Building Strategies (00:00:06)

3. Tax-Efficient Investment Opportunities and Strategies (00:11:13)

4. Building Long-Term Tax Savings (00:17:20)