6 Tax Strategies for ALL Phases of Life
April 8, 2022
It is that tax-time of year again! How can you create the most favorable and efficient tax scenario by using retirement plans, HSAs, your mortgage, charitable donations, college expenses and Roth conversions? Watch financial advisor, Dave Gordon, CFP and crowd favorite Jude Gordon (Dave’s 4 yr. old son) to explore which options may apply to you.