What it looks like to achieve balance—and how to do it!
How to live a balanced life, work fewer hours, and still take home the same amount of pay.
When I last Googled “IRS RMD Table,” the first result that popped up was a link to an active IRS web page with the outdated RMD information. Millions of people who clicked on the first link provided by Google were given, by the IRS, incorrect information. Countless other examples of incorrect tax information, ranging from capital gains rates to Medicare premiums to gifting limits and especially the math on Roth conversions can be found prominently displayed across the internet, including on some of the most reputable websites.
“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.
What you need to understand about paying your taxes in retirement and mistakes to avoid along the way.
Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
