Tired of Overpaying Taxes? Fundamental Strategies Built on IRS Form 1040
Update: 2025-10-27
Description
Chapters
00:00 Introduction
00:56 Video overview
01:27 Revisiting Form 1040
02:22 How to reduce recognized gross income (legally without sacrificing income)
04:02 Income smoothing
04:41 Managing the tax bracket
07:00 Deferring income into a future tax year
08:01 Positioning assets in the appropriate type of account
09:14 Purchasing tax-exempt securities
09:58 Tax loss harvesting (a powerful strategy!)
11:12 Investing for long-term capital gains
11:28 Increasing my above-the-line deductions
13:15 Planning to maximize below-the-line deductions
14:40 Protecting valuable tax credits
15:29 Recap and final tips
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