Skip to main content

  • Home
  • About
    • About
    • Our Philosophy
    • Our Process
    • Our Team
    • Client Relationship Summary
  • Our Services
    • Overview
    • Wealth Management
    • Investment Philosophy
  • Our Team
  • Blog
  • Client Center
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. December 2017

December 2017

Year End Tax Strategies

Submitted by Legacy Financial Group on December 15th, 2017

Contribute to Your 401(k) or other Qualified Plans

Not only do you want to build wealth for retirement, but you also gain a tax break by contributing to your employer’s retirement plan (or Individual 401(k) if you’re self-employed). Unfortunately, there is a cap on contributions each year.

Tags:
  • low basis stock
  • stock donation
  • tax strategy
  • year end giving
  • Read more

Categories

  • 2012 market return (1)
  • 2013 inflation adjustments (1)
  • 2014 market performance (1)
  • 4% rule (1)
  • Active Management (4)
  • Anchoring (1)
  • Asset Allocation (3)
  • Behavioral Finance (2)
  • best performing country (1)
  • Business Insider (1)
  • Buy and Hold (1)
  • California Public Employees' Retirement System (1)
  • CalPERS (1)
  • cognitive bias (2)
  • commission (1)
  • correction (1)
  • Dan Wheeler (1)
  • denmark (1)
  • Discipline (1)
  • Diversification (5)
  • dividend stocks (1)
  • Dow Jones 14000 (1)
  • economy (1)
  • election 2012 (1)
  • employee stock options (1)
  • equities (1)
  • failed predictions (1)
  • Fast and Slow (1)
  • fee only advisor (2)
  • fiduciary Standard (1)
  • financial advising (2)
  • financial sales (1)
  • Forecasting (3)
  • Interest rates (2)
  • Investor bias (2)
  • IRS (1)
  • is 2013 like 1994 (1)
  • Jim Cramer (1)
  • jobs report (1)
  • long term performance (1)
  • low basis stock (1)
  • Mark Cuban (1)
  • Market Peak (1)
  • Market Predictions (3)
  • Market PullBack (3)
  • market returns during eleciton years (1)
  • Market Timing (5)
  • nonqualified stock options (1)
  • Oklahoma (1)
  • political party (1)
  • predicably (1)
  • president (1)
  • presidential election (1)
  • Quantitative Easing (1)
  • retirement contributions (1)
  • retirement income (1)
  • rising interest rates (2)
  • S&P 500 (1)
  • safe withdrawal rate (1)
  • seasonal adjustments (1)
  • short term performance (1)
  • should I put investments in cash (1)
  • SP 500 1500 (1)
  • stock donation (1)
  • stock market 1994 (1)
  • stock market returns (1)
  • stock picking (1)
  • Successful Investing (1)
  • survivorship bias (1)
  • Tapering (1)
  • tax changes (1)
  • Tax Planning (1)
  • tax strategy (2)
  • The Fed (1)
  • The Princess Bride (1)
  • Thinking (1)
  • Tulsa (1)
  • unpredictable (1)
  • wall street (1)
  • Warren Buffett (1)
  • Year End (1)
  • year end giving (1)

Archived Blog

  • December 2020 (1)
  • May 2020 (1)
  • April 2019 (1)
  • October 2018 (1)
  • February 2018 (1)
  • December 2017 (1)
  • March 2017 (1)
  • October 2016 (1)
  • March 2016 (1)
  • November 2015 (1)
  • June 2015 (1)
  • April 2015 (1)
  •  
  • 1 of 3
  • ››

918-665-0826
 

 

2508 E. 21st St, Tulsa, OK 74114


 

elissa@legacyadvisor.net

 

Disclaimer

Photo Tulsa - Randy Torres

© 2021 The Legacy Financial Group. All rights reserved.

Website Design For Financial Services Professionals