Achieving tax bracket equilibrium is a goal that everyone should have as they strive for long-term financial stability. Most people understand that tax planning is important, but how do you find that balance across different investments and accounts?
Today we’ll break down what it means, why it’s crucial for long-term financial planning, and how to apply it to your portfolio. Learn the strategies we utilize to balance your tax liabilities and ensure a smoother financial journey into retirement.
Here’s what we cover in this episode:
0:00 – Intro
2:03 – Why it matters
5:12 – How do we map it out
7:07 – Limitations
8:27 – How poor planning can lead to issues
12:13 – Strategies to consider
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H
