Ep. 10 | Purple Diagnosis (tax deferral)

Is your current marginal tax rate (MTR) higher than your future projected rate? In this episode, we discuss our favorite color (purple) but also how this type of year-end strategy may be overused by some individuals.

Without giving away all the details, we dive into Tax Deferral. Who doesn’t like the sound of that?

Don’t forget, and be ready for our final color-coded diagnosis (Gold) episode on the books for next week.

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