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(VIDEO) What do Financial Advisors Do?! #36 - Tax Planning Part 2

August 11, 2020

Today we wrap up part 2 of some always interesting Tax Planning... and we complete #36 of what Financial Advisors do.    

1) What is your marginal tax bracket?  What does that mean?

2) How much do you REALLY pay in taxes?  How can we reduce that?

3) Should you be saving in a 401k/403b or Roth IRA?

4) What is the best account to take my money FROM in retirement? 

Tax planning will help us answer these questions and many more...but for now, make it a great day! 

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