Brian Akers and Alex Monk discuss tax planning strategies and their implications for refunds and liabilities. They emphasize the importance of understanding tax brackets and deductions, and integrating tax planning with financial planning. They also discuss retirement strategies, including paying taxes now to avoid higher brackets in the future and using tax-free vehicles to grow retirement savings. Both speakers stress the need for a comprehensive approach to tax preparation and planning for retirement to avoid potential issues.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
