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In a recent episode of The Steve Gruber Show, Nick Hopwood, CFP® joined the conversation to discuss the implications of payroll tax for long-term care. Nick explained how this tax could impact individuals' ability to save for and afford long-term care expenses in the future.
Additionally, Nick shared valuable insights on downloading tax forms from both TD Ameritrade and Charles Schwab for 2023 taxes. He also touched on the growing popularity of Bitcoin as a form of investment and the potential benefits and risks associated with it.
The discussion turned to donor-advised funds, as Nick shed light on their tax advantages and how they can be used as a philanthropic tool for individuals looking to give back to their community while also maximizing their tax benefits.
Overall, Nick Hopwood provided valuable information and expert analysis on various financial topics, giving viewers a deeper understanding of how to navigate tax-related issues and make informed investment decisions.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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