Tax Reduction and Management Techniques

Free CFP Exam lesson in Tax Planning. 18 min read, ~2,727 words.

Four strategy categories: Timing, Conversion, Shifting, Reduction. Roth conversions: most powerful in low-income years. Fill lower brackets, never spill into the next. Donate long-term appreciated securities: avoid the gain AND claim the FMV deduction (30% AGI limit). 1031 exchange: 45-day identification, 180-day closing, qualified intermediary. Real property only. Withdrawal sequencing...