Taxes – Franklin Wealth

3 Things to Finish Before the New Year

6 Ways to Cut Your Taxes Before the New Year

? 5 Lies that Derail Early Retirement

Buffett’s 2024 Shareholder Letter – Banks and Black Swans

Using the Portability Rule to Save Taxes

Pitfalls of Holding Assets Jointly

How does adding children as joint tenants mess up estates? What is the difference between Community property states and other states? When do you not want to default to tenants in entirety when holding assets jointly? In this video we answer these questions AND MORE.

12 Days of Christmas – Finance Style

Give Yourself a Tax Break for Christmas

How to Plan for the 2025 Tax Increase

Reasons to NOT Roll your 401k into an IRA

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

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Tag: Taxes