Ep 7: Tax Planning and Diversification – Part 3
Failed to add items
Add to cart failed.
Add to wishlist failed.
Remove from wishlist failed.
Follow podcast failed
Unfollow podcast failed
Ep 7: Tax Planning and Diversification – Part 3
-
Narrated by:
-
Written by:
About this listen
Did you know there is a difference between preparing for tax season and planning for taxes? You probably are collecting your information for this upcoming tax season already; this is tax preparation.
But looking ahead into 2022 is your opportunity to do some tax planning. What different tax codes can you take advantage of to have a more diversified tax plan in the future? The key is to find which tax laws fit your situation and how you work these into your overall financial plan. On today’s episode, Tony and Mark sit down to explore some ways you could possibly save on taxes in 2022 and beyond. If you have questions about your retirement plan or tax strategy reach out to us at https://www.nationalretirementgroup.org/ or 888.401.0107.
Helpful Timestamps:
0:53 – A bit about our background
2:41 – Preparing vs planning for taxes
5:40 – What is maxing out your retirement plan?
13:08 – Always check with your CPA
15:04 – Handling a 403(b)
20:08 – Invest for where you are in life
22:27 – Question: “What’s the difference between tax planning and tax preparing?”
Website: https://www.nationalretirementgroup.org/podcast
Email: info@nationalretirementgroup.org
Phone: 888-401-0107