Making Your Tax Bracket Work
Provided by Ivana Lotoshynski, CFP®
Have you explored all your options when it comes to managing your taxable income?
Take a close look at your 1040 form, particularly lines 2a and 3a, which show income earned from interest and dividends. If you are simply reinvesting this income, you may want to consider moving the money to investments with the potential to grow tax-deferred.