Proactive tax planning could save you thousands. If you're ready to hire an advisor, my team at Plancorp is here to help. Schedule a call today to learn more.
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Avoiding tax surprises isn’t just about filing on time—it’s about planning ahead.
This episode shares six real life examples of how tax projections can potentially save you thousands on your future taxes and thoughtfully guide the bigger picture of your financial plan. Learn actionable strategies for reducing your tax liability, whether you’re managing retirement withdrawals, timing business expenses, or exploring Roth conversions.
Listen now and learn:
Why tax projections are essential for proactive financial planning.
Strategies for minimizing taxes on Social Security, RMDs, and capital gains.
How to use tax projections to optimize your financial decisions year-round.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
