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Category Archives: Taxes

5 Common Tax Planning Mistakes

5 Common Tax Planning Mistakes

Over the past few weeks, I’ve been asking my clients to send me their most recent tax return. By looking through their returns for missed opportunities and mistakes, there’s a few patterns I’ve noticed.

Posted byDuPont Wealth SolutionsMay 24, 2021August 10, 2021Posted inTaxesTags:financial planning, retirement planning, tax laws, tax planningLeave a comment on 5 Common Tax Planning Mistakes

Minimizing Taxes with Private Annuities

A private annuity arrangement supplies the annuitant with a stable retirement income, keeps assets within the family, and minimizes the tax burden for heirs.

Posted byDuPont Wealth SolutionsApril 26, 2021August 10, 2021Posted inTaxesTags:annuities, financial planning, retirement planning, tax planningLeave a comment on Minimizing Taxes with Private Annuities
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