3 Ways to Prepare for Next Tax Season

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Take a deep breath, tax season is over.

You’re either walking away with a check in hand or a little less in your bank account. Either way – before you put this tax season behind you, let’s get better prepared for next year.

In this video, Nik Aamlid, CAP®, Wealth Advisor shares three tips on how the advisors of Pinnacle Wealth can help make your next tax season successful and far less stressful.

Knowledge is power, especially when you know the tools available to you and the tax situation you’re in. You don’t have to go another tax season feeling in the dark – let us be a resource for you to help empower you.

Timestamps:

0:00 – Introduction
1:40 – #1 Know your tax bracket
3:01 – #2 Know the tools available to you
5:30 – #3 Have a plan

*******

Contact us for a complimentary consultation: https://www.pinnaclewealth.com/#contact

*******

FOR MORE VIDEOS LIKE THIS, PLEASE SUBSCRIBE: https://www.youtube.com/channel/UCndhK4pEl35_4UkhkntGhDQ/?sub_confirmation=1

Discover “True Wealth”: https://www.pinnaclewealth.com

Connect on Facebook: https://www.facebook.com/PinnacleWealthSD

Connect on LinkedIn: https://www.linkedin.com/company/pinnacle-wealth-management—sd/

********

COMPLEMENTARY RESOURCES:

Take our retirement ready quiz: https://www.pinnaclewealth.com/retirement-planning-quiz/

Do you know your risk profile?  Learn more: ​​https://www.pinnaclewealth.com/#survey-section

ROTH IRA vs. Traditional IRA quiz: https://www.pinnaclewealth.com/calculator-roth-ira-traditional-ira/

********

Pinnacle Wealth is a Sioux Falls, SD based full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.

But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”

We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Estate Planning Strategies to Minimize Taxes

Watch this webinar hosted by Carson’s Ryan Yamada, Senior Wealth Planner, and Tom Fridrich, Senior Wealth Planner, as they dive into estate planning strategies to minimize taxes.

Should I Invest or Pay Off Debt?

It’s an age-old debate: Should I invest or should I pay off debt with extra money in my budget? In this video, Wealth Advisor Ryan Ovenden explains the principles of debt and risk management, as well as providing examples for people on how to approach their financial futures.

What Makes Us Different?

When looking for a financial advisor, what criteria do you look for? At Pinnacle Wealth, we believe that working in tandem with our clients is superior.  After all, the path to finding freedom is a journey and every individual comes to us with different goals, destinations, and obstacles th …

How To Survive An Anaconda Attack

Believe it or not, surviving an anaconda attack is much like surviving a bear market. Both are fairly terrifying, but don’t have to be.
1 2 3 28 29 30

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation