Visualize your tax strategies and understand the impact of all youraccounts with our helpful tax efficiency checklist.
There’s a lot to consider when filing your taxes, especially when you have a robust investing portfolio. IntentGen has created a free resource to illustrate which accounts need immediate attention and which can be deferred.
Use this checklist to help you discover which accounts to tax:
Such as checking, savings, and mutual funds
Such as IRAs, 401(k)s, and annuities
Such as 529s, life insurance, and HSAs
As your financial partner, we’re here to help you understand your finances from all angles. Get a clear projection of your taxes with this free tool today.