If you could reduce your tax liability every year, wouldn’t the accumulation of those taxes add up to the smallest amount owed over your lifetime? In the short term, this is accurate, but it is the long-term ramifications that matter most. Wise investors need to...
In this week’s episode, we will cover: The death of deferment End of year tax planning The questions you should ask yourself for tax planning What to consider at the end of your career Tips for giving a eulogy on Zoom Financial Tidbits “I use the Roth as a retirement...