Timothy Sumer

🤝SET UP A 15-MINUTE CHAT ➡️ 📢Sign up now for the coming Don't Worry, Retire Happy! webinar. Here's the link : ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 SUBSCRIBE ➡️ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US: LinkedIn ➡️ Facebook ➡️ Website ➡️ Email ➡️ info@lionswealth.com ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 00:00 Introduction 01:20 Taxation 06:00 Retirement Accounts 10:45 401(k) 11:00 Roth IRAs 15:06 Back Door Roth 17:07 After Tax 401(k) 19:23 Tax Efficient Investing 20:47 Health Savings Account 23:04 Tax Deferred Annnuities 26:59 529 Plans 29:25 Life Insurance 31:00 Real Estate 32:31 Charitable Contributions 34:43 Gifting 37:15 Outro DISCLAIMER **The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the comp

In this video, we'll show you 5 last minute tax deductions that you can use to lower your taxes. Whether you're filing your taxes online or in person, these deductions will help you save money on your taxes! 5 actions you still can take now to lower your 2022 taxes: 1) Make a charitable contribution 2) Make a contribution to a traditional IRA 3) Max out any 529 plans 4) Sell any stocks with losses 5) Defer any yearend bonus to be paid in 2023 Whether you're a beginner or a pro, don't miss out on these 5 last minute tax deductions! By taking advantage of these deductions, you'll be able to save money on your taxes! #taxdeduction #taxes #taxdeductions #traditionalira #529plan #charitablegiving #501c3 To continue learning more about this subject, check out the following: 9 States in the US that DON’T have a State Income Tax Tax Credit vs Tax Deduction: What's the Difference? Follow on Twitter: @patrickbrayCPA Disclosure Disclaimer: The infor