Friday, December 19, 2014

How proactive planning interfaces with tax bracketology - End-of-Year Tax Planning

Many advisers have a good understanding of U.S. Tax Code and the marginal tax brackets utilized in a progressive tax system. But managing these marginal tax brackets with "bracket bumping" can maximize tax strategies for better cash flow now and in retirement. This is one of the theories behind "Bracketology." After the Bush tax era expired a new 7 tier tax bracket system was developed for ordinary income. And remarkably there are now 4 capital gain tiers because of Obamacare. Syndicated financial columnist and talk show host Steve Savant interviews financial authors and speakers Mike Kilbourn, CLU, ChFC and Ron O'Dell, CFP on end of the year tax planning for 2014.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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