percentage-blocks-small-to-large-tax-save

Not even President Barack Obama gets the most of his tax returns.

So says Financial-Planning.com contributor Allan Roth, who founded Colorado-based Wealth Logic. Roth came to this conclusion after analyzing the Obama family’s publicly released 2012 tax return and 2011 financial disclosure report.

He then suggested they consider reallocating their investments and mortgage to maximize their return each year. Read more.

Also check out:

Tax returns reveal a lot about clients

Get the most out of tax returns

Tax return help busted for evasion

Originally published on Advisor.ca

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