7 Investments That Will REDUCE Your Taxes Immediately

[@keithreeves1]

I have watched several CFPs in my desire to reduce taxes. I love your emphasis on the spiritual components.

[@StreamlineFinancial]

Thank you!

[@JohnSmith-mi8ov]

Dave this is a great and informative video. Thank you!

[@jpturner171]

Thanks for your continued education Dave! 👏🏽👍🏽 Semper Fi!❤️🇺🇸

[@lifesmusings]

This was very very helpful! Subbed.

[@cobevizio6228]

My plan is to do your very last suggestion. Because I do need help working on my RMD’s and my Irma.

[@FaceInstitute]

Dave, Great video! Could you lay down some knowledge about starting a dividend paying fund. Qualified dividends have the same tax rate as long term capital gains, where for married filing jointly allow for the first $80k (or so) tax free. To top that out with ~4% dividend aristocrats you would need $2 million or so in that account. Having an appropriate proportion according to your assets may make some sense ($300,000 would yield about $1000 monthly tax free, which is equivalent to ~$1300 taxable income - give or take) Compare that to an annuity if you will. Thank you.

[@StreamlineFinancial]

Great ideas!

[@ParisianThinker]

I am over 65 and never enrolled in Medicare and will not enroll in Medicare. Can I use an HSA?

[@joshm3342]

I recognize the benefits of DAFs, and while they would reduce your taxes, they are NOT an investment which returns a material gain. So, for wealthy folks, yes.

[@cobevizio6228]

Rmd. Irma ?

[@erickarnell]

Income-related monthly adjusted amount (IRMAA) Required minimum distribution (RMD)