Ep 95: Last Minute Tax Tips Before Filing
Subscribe With Your Favorite App Show Notes If you’re looking for some last-minute tax tips before filing your 2022 taxes, this episode is for you.
Tag: Tax Planning
Retirement Planning Assumptions to Avoid
In This Video: We often hear people make assumptions about retirement that they end up building a plan around but making a mistake with healthcare,
How to Reduce Income Taxes in 2023
In This Video: In this video, we’re going to talk about three ways to potentially reduce your income taxes in 2023. These strategies could potentially
Tips to Maximize Health Savings Account (HSA) Benefits
In This Video: The Health Savings Account is one of the most important retirement accounts you can contribute to, but many people don’t realize the
Ep 81: Reducing Investment Risk, Account Split in Divorce, 10-Year Younger Spouse – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s episode will be all about your questions as we dive into our mailbag to cover three different
How to Help Reduce Taxes on Required Minimum Distributions (RMDs)
In This Video: There will come a time when every retiree will be required to withdraw money from their retirement accounts whether you’re ready to
Ep 74: Year-End Retirement and Tax Strategy Planning
Are you prepared for year-end and tax strategy planning? This puts you in the best position possible before the end of the year to help maximize your retirement and minimize your overall tax burden.
Ep 23: Tax Planning Tips to Maximize Your Retirement Accounts
Time to act fast. We’re sharing some important tax strategies you might want to put in place before Dec. 31 to maximize your retirement accounts. We’ll share what they are and why you might want to make these changes now.
Ep 22: Year-End Tax Planning Tips
We’re not even to December yet, but it’s important to start talking about tax planning strategies early. Today, we’ll explain why now is the best time to start planning for your taxes and how you can start.
Should you invest in your company 401k?
Should you be saving and investing in your company 401k for your retirement? If you pay attention to all aspects of the 401(k) account, you may not want to contribute all of your retirement savings into it. In this post and video, I discuss the advantages and disadvantages of a 401k and alternative strategies that you may want to consider.