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When it comes to finances, paying a big bill at tax time is the worst. Worse yet, is if that bill comes as a surprise because your CPA, Investment Professional, and Financial Planner were not on the same page.

In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital gain distributions, higher interest rates, or under-withholding on your income we cover it all on today’s episode of Retire Smarter.

Here’s some of what we discuss in this episode:

• Interest rates have increased ordinary income and what most Americans are used to being taxed on.


• Investment considerations to factor in that will impact taxes.


• Stats on capital gain distributions and better investment options for tax purposes.


• Sometimes you are under-withholding taxes on your income so what should you change?

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