The benefits of being tax-smart throughout the year

Learn strategies designed to help minimize what you owe.

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In this conversation, a tax professional from Ernst & Young highlights tax-smart actions you can take throughout the entire year to help minimize what you owe. This recorded discussion covered the tax advantages of traditional and Roth IRAs, how to use an IRA to shelter tax liabilities, the tax benefits of a 529 college savings plan, and advice on how to file state returns if you are moving to a new state or own multiple properties across state lines.


Download slides (PDF) | Download transcript (PDF)



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