2024年1月10日 • 7分钟
If you’re looking to save on taxes, 机会之窗在12月31日关闭,这意味着评估你的税收情况的时间就在夏天结束的时候,所以你有时间影响你的纳税年度底线.
As the end of the year approaches, 在适合你的类别下回顾每一个建议是一个好主意. 税务规划师可以建议一些年终税务规划策略,这些策略可能会帮助你减少欠税, including some of the following.1
If you want to make the most of your investments and income, Patelco members have complimentary access to CFS财务顾问.2 他们可以帮助你为退休做准备,管理你的投资和保险. 今天就预约!
Learn why and how you should do a budget review to keep your budget realistic. 找一些重要的问题来帮助你管理预算,并保持在正轨上!
Wonder where your money goes? 了解什么是预算, 如何制定预算并获得预算建议,让你走上实现财务目标的轨道.
Want to learn about the most popular retirement accounts? Find out about 401(k)s, 传统的爱尔兰共和军s, 罗斯爱尔兰共和军s, and SEP 爱尔兰共和军s.
1 CUSO Financial Services, LP does not provide tax advice. For such guidance, please consult a qualified tax professional.
2 非存款投资产品和服务是通过CUSO Financial services, L.P. (“CFS”), a registered broker-dealer (Member 美国金融业监管局 / SIPC) and SEC Registered Investment Advisor. 通过CFS: 提供的产品不属于NCUA/NCUSIF或其他联邦保险, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco信用合作社已与CFS签订合同,为信用合作社成员提供非存款投资产品和服务.