Tax Planning

Good tax planning ways


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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