Tax Return Review Video – Tax Planning for ‘low income’ tax returns
Sue is retired but not taking social security which presents several opportunities to potentially accelerate income and pay 0% in taxes. Who is going to argue with 0%?
Recommended Articles
Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More
Advisor Tax Mistake #7 – Client’s refuse to provide tax documents
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More
Why Not to Do a Roth Conversion in 2022
While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
Read More
