2024年1月10日 • 7分钟
如果你想省税的话, the window of opportunity closes on December 31 — meaning the time to assess your tax situation hits just as summer is winding down so you have time to impact your bottom line for the tax year.
随着年底的临近, it’s a good idea to review each suggestion under any categories that apply to you. A tax planner can suggest a number of year-end tax-planning strategies that might help reduce the amount you owe, 包括以下几点.1
如果你想充分利用你的投资和收入, Patelco会员可免费使用 CFS财务顾问.2 They can help you prepare for retirement and manage your investments and insurance. 今天就预约!
了解为什么和如何做预算审查,以保持你的预算现实. Find important questions to ask to help you manage your budget and stay on track!
想知道你的钱都去哪儿了? 了解什么是预算, how to make a budget and get budgeting tips to keep you on track to reach your financial goals.
想了解一下最受欢迎的退休账户吗? 了解401(k)、传统个人退休账户、罗斯个人退休账户和SEP个人退休账户.
1 CUSO Financial Services, LP不提供税务建议. 如需此类指导,请咨询合格的税务专业人士.
2 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“中心”),注册经纪交易商(会员) 美国金融业监管局 / SIPC)和美国证券交易委员会注册投资顾问. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, 难道不是信用合作社的担保或义务吗, 并可能涉及投资风险,包括可能损失本金. 投资代表须透过中心注册. 帕特尔科信用合作社 has contracted with CFS to make non-deposit investment products and services available to credit union members.