Robert Kiyosaki, author of best-selling book, Rich Dad, Poor Dad, has a quote, “it’s not what you make, but what you keep.” One of the best ways to keep more of your money is to take advantage of opportunities as they present themselves. The volatile markets of 2022 have presented a couple of tax savings opportunities you may want to explore before year end. While everyone’s situation is unique, here are the top three strategies we are discussing with our clients at Marzano Capital Group.
The opinions voiced in this video are for general information only and are not intended to provide specific advice or recommendations for any individual. Marzano Capital Group and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.
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