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How To (Legally) Lower Your Taxes

Things everyone should know about taxes and deductions, whether you’re still working or already retired.

Article published: February 14, 2025

In this episode of “Ask the Planners,” Edelman Financial Engines’ team of financial experts share their best guidance to help you optimize your tax strategy. Whether you’re still working and looking to reduce your tax burden, or searching for the most tax-efficient strategies in retirement, this video will break down some basics that everyone should know when it comes to taxes and deductions when investing for the long term. View more episodes from this series on the Edelman Financial Engines YouTube channel.

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