Discover 5 Tax-Saving Strategies Worth Reviewing Before You File
New Rules Under the One Big Beautiful Bill Act Could Affect Your Tax Picture
Inside this no-cost guide, you'll discover:
- Five categories of opportunities high earners should review before filing
- How the One Big Beautiful Bill Act created new deductions, extended limits, and expanded tax breaks you may qualify for
- Strategies to help you maximize tax-advantaged accounts and retirement savings
- Ways to identify and bundle deductions for greater impact
- Ways to spot opportunities you might not have thought about for this tax year
It's important to make sure you're using the strategies available before filing deadlines close the window.
Jose Joia
Walters Strategic Advisors
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Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
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Discover 5 Tax-Saving Strategies Worth Reviewing Before You File
We never spam. By clicking this button, you consent to be contacted by Jose Joia by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.