Maximize Tax Savings Tips

ClearPath Financial Partners Podcast
ClearPath Financial Partners
Maximize Tax Savings Tips
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Ryan M. Kittredge, CFP®, ChFC® President, Financial Advisor, ClearPath Financial Partners of Northborough talks to us about tax season. Make sure you have all the documents you need, no need to “tip” the IRS or have to amend your tax return. Ryan also talks about ways to save money on taxes. There are some things you can do right up until the filing deadline to save money. He goes over different documents and what you need to know about them, such as 1099’s. Ryan provides guidance for the future so you can get the most out of your investments. Find out all the things you should be doing to save the most money you can.