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      5 key tax planning strategies

      MARCH 4, 2022


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      While the tax landscape continues to evolve, fundamentals remain fairly constant, but where do you start? Take a look at our 5 key tax planning strategies for some ideas you can review with your financial and tax professionals.

      When it comes to taxes, we all have to pay the bill, but you don’t have to leave a tip. In general, taxes are complicated, but you may be able to reduce some of the financial stress of taxes with planning strategies or even a playbook. In fact, experts have a number of key tax strategies that can help you make more informed investment and financial planning decisions. While the tax landscape continues to evolve, fundamentals are fairly constant. Where do you start? Begin by looking at key tax planning strategies that you can review with your financial and tax professional.

       

      5 key tax-planning strategies

      Check out these five important tax strategies that can help you keep more of what you earned during the tax season.

      Learn more

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      Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.

      Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, annuities are issued by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact the Company for more information.

      Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.

       

       

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      JNN26588 02/22

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      1 Corporate Way

      Lansing, MI 48951

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