Are you using 'advanced tax strategies that will cause an IRS to red flag you and increase your chances of an audit? Avoid these IRS red flags. There are plenty of completely legal ways to save on retirement taxes. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].

This week we talk about a common tax avoidance strategy that is marketed to retirees right here on Youtube.

On the surface, it seems these conservation easement strategies can be powerful when paired with strategies like Roth Conversions.

However, the IRS is clamping down on what they are calling, "Bogus Tax Schemes". Significant penalties are to follow.

Timestamps:
0:00 Supercharge your Retirement Tax Planning?
0:22 Massive Tax Deduction Strategy?
1:17 Conservation Easement Explained
2:38 Conservation Easement Syndicate Explained
3:53 IRS Red Flags, Audit Risk, and Significant Penalties

- - - - - - - - - - - -
Always remember, "You Don't Need More Money; You Need a Better Plan"

🍿 Subscribe to our channel: [ Ссылка ]...

🏆 Join our Weekly Email Series: [ Ссылка ]

📈 Talk with us about your retirement plan here: [ Ссылка ]

📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - [ Ссылка ]

Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at [ Ссылка ]

свернуть