Saturday, April 2, 2022

Stick It to the Taxman This Spring

Shield

AN OXFORD CLUB PUBLICATION

Wealthy Retirement

View in browser

SPONSORED

Do You Own ANY 5G Stocks?

5G Design Graphic

CNN calls 5G "the lifeblood of the new economy."

If you don't invest now, you'll regret it later.

Click here for details on the top 5G stock...

Lower Your Tax Bill

Kyle Wehrle, Assistant Managing Editor, The Oxford Club

State of the Market YouTube video
 

"There's one for you, 19 for me," go George Harrison's lyrics for "Taxman," the classic 1966 hit from the Beatles.

Each year when W-2s and 1099s hit, it's natural to feel like we're getting grifted...

The tax preparation industry, which lobbies Congress to mire your taxes, has a market size of more than $11 billion (going on revenue).

(It's a shame Harrison isn't with us today to write a follow-up single called "TurboTaxman.")

That's why, in this week's State of the Market, Chief Income Strategist Marc Lichtenfeld coaches you on how to structure your investments to minimize your taxes.

Marc defines the various forms of tax-deferred accounts before delving into what securities should be held in taxable accounts versus tax-deferred accounts.

SPONSORED

Critical Steps All Cash Investors Should Take by June 15

Things are out of control in America. And this could be the most dangerous move yet.

Cash confiscation.

A secretive meeting is scheduled in Washington on June 15. It could have devastating and long-lasting effects on your money... how you spend it... and how you invest it.

But there could be a way to "opt out" of this growing crisis... if you know how.

Manward Press has the full details here.

In easy-to-understand language, Marc lets you know if the stock you're invested in legally classifies you as a shareholder or a "fancy-pants partner."

You'll know if you're getting paid in dividends or distributions and what the difference means for your portfolio allocation.

And on top of highlighting tax rates, Marc steers you away from paying double taxes on your investments - and consequently missing out on your much-deserved tax credits.

This week's State of the Market isn't meant to be an all-encompassing guidebook to shake off the grubbing mitts of the taxman. If you still have questions after watching, you should reach out to a professional tax prepper for personalized advice.

That said, today's video is a great place to begin honing your tax efficiency.

Click here to watch this week's State of the Market.

Good investing,

Kyle

Leave a Comment

SPONSORED

On April 28 - Your Life Could Change Forever

Pendry
 

On April 28, a closed-door meeting of some of the most brilliant minds in investing will change the lives of a privileged few.

That's because these experts will reveal their strategies for finding the best bargain-priced stocks in an inflationary environment and expensive market... a brand-new IPO trend behind 10X gains in 14 months or less... the top investment ideas for a digital world... and much more.

To find out how you can get virtual access to all of it - live and in real time - go here now.

No comments:

Post a Comment

Private investors pour $50 billion into booming sector… investment opportunity

Unstoppable megatrend driven by hundreds of billions in government spending ...