Definition of "Tax planning"

Elise Vetri real estate agent
Elise Vetri, Real Estate Agent Keller Williams Leading Edge

Arrangement of discretionary income, expenses, and investments in a way that enhances after-tax wealth. Insurance policies can be used to increase after-tax income through the tax-deferral features of cash value life insurance and to reduce estate taxes through the preferential tax treatment of the life insurance death benefit.


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