Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Did you know you can reduce your taxes while also giving back to your community? Read what rules apply when using a DAF.
Investors may not fully understand how a strategy called asset location may help improve returns and lower their overall tax bill using these different types of accounts. Here, we outline what you need to know about each account type.
It’s not over yet. There’s still time left in 2022 for these five cost-saving maneuvers that can significantly lower your taxable income. Any contributions or distributions that are made this year would go a long way toward saving money when you file your return next year.
Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and
April 18th, 2022, is the deadline to file your 2021 taxes, and experts advise filing early ahead of scammers to ensure you get your return and someone else doesn’t. Many