Tax Planning

Good tax planning ways

BETTENDORF, Iowa (KWQC) –

Drue Kampmann from True Financial Partners in Bettendorf spoke on PSL about the importance of preparing for the tax season all year round.

Some of the following tips are shared:

  • Tax planning IS financial planning — you should do it year round
  • Understand tax credits and deductions
  • Feed your retirement accounts (10-15%)
  • Diversify investments
  • Check your withholding tax! (Consider updating W-4 with the goal of breaking even annually.)

Real Finance Partners / 3475 Utica Ridge Road / Bettendorf, IA 52722 / (563) 359-TRUE (8783) /

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