Selasa, 21 Januari 2025

Tell Uncle Sam to Take a Hike!

Shield

AN OXFORD CLUB PUBLICATION

Loyal reader since June 2022

Wealthy Retirement

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4 Smart Tax Moves Every Investor Should Make

Marc Lichtenfeld, Chief Income Strategist, The Oxford Club

Marc Lichtenfeld

Here at The Oxford Club, we firmly believe that successful investing isn't about what you make, but what you keep.

Renowned U.S. federal judge Learned Hand is famous for saying, "Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands."

But I believe another quote of his is just as important...

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"There are two systems of taxation in our country: one for the informed and one for the uninformed."

That's why we want to make sure you're as informed as possible: so you can keep every dollar you're entitled to by maximizing your portfolio for tax-efficiency.

Below are the steps you can take to ensure you're not paying more than you have to.

As I always strongly recommend, talk to a tax professional if you have any questions.

Click Here for My Top 4 Tax Tips

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