Why do I Need Tax Planning?
Episode 51 | There is a difference between tax preparation and tax planning. Tax preparation asks, “How can we save the most taxes last year?” Tax planning asks, “How can we save the most taxes over a lifetime?”
-
-
To Roth or Not to Roth
Episode 44 |
-
Life-Time Capital Gains
Episode 40 |
-
Financial Planning | HSA | Investing | Taxes
Health Super Accounts
Episode 39 | Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.
-
Creating a Financial Plan 4 – Tax Planning
Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
