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Are you committed to having a tax-planning conversation outside the tax season? The only way to win in the tax game is to have a proactive approach when it comes to tax planning.
It\\u2019s important to be committed to having some kind of tax-planning conversation on any topic, especially with a professional outside of the traditional tax period.
In this episode of the Secure Your Retirement podcast, we have Steven Jarvis, a CPA, owner of Retirement Tax Services, the host of Retirement Tax Podcast, and is knowledgeable in tax planning. We discuss the benefits of tax planning and a few ways how you can get intentional to avoid paying more tax than needed.
In this episode, find out:
Tweetable Quotes:
Get in Touch with Steven:
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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