From the time you get your first job to the time you retire, tax planning is crucial throughout your entire life.
Being efficient with your taxes can help you to live your best life.
In this episode of the Retire Happy Podcast, Jeremy Finger discusses the importance of people being tax-efficient throughout life. He also explains the four forms of income and why they aren't taxed the same way.
Jeremy discusses:
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Riverbend Wealth Management is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.
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Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser the date of the broadcasts and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. All investment strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.
References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.
