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Should My Advisor Collect Tax Filing?
Manage episode 384101240 series 2841245
Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request clients' tax returns and highlight the significant impact taxes can have on your finances before and after retirement. Listen in as we talk about optimizing savings, navigating Roth conversions, avoiding the pitfalls of phantom taxes in retirement, and more!
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
77 episodios
Manage episode 384101240 series 2841245
Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request clients' tax returns and highlight the significant impact taxes can have on your finances before and after retirement. Listen in as we talk about optimizing savings, navigating Roth conversions, avoiding the pitfalls of phantom taxes in retirement, and more!
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
77 episodios
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