Periagoge
Scenario

When Market Losses Tempt Tax Dishonesty

My retirement account lost a huge amount this year and I am tempted to claim it was worth less than it actually was to reduce my required distributions. No one would ever know but me.

More people experience this than they realize.

What we've seen

Financial setbacks create temptation to recover losses through dishonest means when legitimate options feel inadequate.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Tax avoidance vs. tax evasion — ethics?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.