Category: Tax Planning & Optimization

Understand and broadly evaluate strategies and techniques to maximize the present value of the after-tax net worth and includes: the principles, current law/policies and practice of taxation and their impact on the financial situation, and financial planning for individuals, couples and families in their roles as individual
investors, employees and business owners

Investing for tax savings

How to invest for tax savings?

If you are one of those who are scrambling to invest at the end of the year – mostly you would fall in the category of investors who are parking money in sub optimal investments or investing at odds with your financial goals. The reason I say this is because  Continue reading “Investing for tax savings”