Peterson Money Books
MONEY Changes Everything
Seven Simple Steps That Will Make Money Work For You!, by Erlend Peterson, CFP | Meet Erlend | Buy Book

Tax Planning



Bobby and Tina knew that taxes pay for all the services provided to us by our cities: Schools, fire and police protection, etc.; by our states: Highways, colleges, parks, etc.; and by the federal government. But, like the rest of us, they didn’t want to pay any more than they had to. They could have had plenty of other uses for the money they paid in taxes. They wanted to do some tax planning.

But the tax laws are full of exceptions and deductions, and over time they learned from their tax preparer various ways to keep track of their expenses, medical and job hunting, for example, and that tax planning helped reduce their taxes. Their big deduction was the money they each contributed, from every paycheck, into their retirement plans, and that money and those taxes saved stayed in their pockets.

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Peterson Money Books
Book: MONEY Changes Everything, by Erlend Peterson, CFP
Seven Simple Steps That Will Make Money Work For You!


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