Smart Tax Strategies for Your Investment Profits

Is tax efficiency driving your investment decisions? In this episode of Purposeful Planning, we explore how to balance tax minimization with wealth building. From retirement accounts to tax-loss harvesting, discover strategies that can help you maximize after-tax wealth without sacrificing long-term investment growth. Whether you're a seasoned investor or just starting out, these insights will help you make smarter decisions about taxes and your portfolio. 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/tax/taxes-and-your-investment-profits 
2. https://www.aspenwealthmgmt.com/resource-center/blog/tax-wise-investing-team 
3. https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000  
4. https://www.healthcare.gov/glossary/high-deductible-health-plan/  
5. https://www.irs.gov/pub/irs-drop/rp-24-25.pdf  
6. https://www.aspenwealthmgmt.com/tax-planning  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm’s recordings. 

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