In a Lower Tax Bracket? Check These Areas
Jeff Levine shares some ways to think about improving your tax position.
|Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.|
Christine Benz: Hi, I'm Christine Benz from Morningstar. Amid the unfolding coronavirus and its related economic impact, some investors may find themselves in a temporarily low tax bracket. Joining me to share some ways to think about improving your tax position in such a time is Jeff Levine. He's the lead financial planning nerd for kitces.com, the director of advance planning at Buckingham Wealth Partners, and the lead creator and content expert for Savvy IRA Planning.