Five Critical Strategies for Saving MORE on Taxes (Presented By: Craig Ferrantino, CWS®, CFF®)

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When it comes to saving on taxes, most people file based on what they’ve done in the past. But are you the same person in 2022 that you were in, say, 2019? Are your finances the same? If not, you could be leaving valuable tax dollars on the table. That’s why it’s time to learn some powerful strategies for lowering your investment taxes in the future. Join us to learn:

1. The best way to save on taxes while taking income after retirement.
2. How to use real estate for income without generating a huge tax bill.
3. How to properly structure your charitable giving to keep more in everyone’s pocket.
4. What the latest tax proposals coming from Congress mean for you and your retirement.
5. And much more!

Do you know a friend who wants to save on taxes? Feel free to invite them as well!

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.