Are You Making These Common Retirement TAX Mistakes?
Автор: Retire Smart Austin
Загружено: 2025-04-29
Просмотров: 20
How have you been doing your taxes? Could you be making mistakes you're not aware of? In this episode, Phil Capriotti goes over some common tax mistakes you could be making and how they could be hurting your retirement.
We are Empower Wealth. Join us as we explore a wide range of topics, including:
⬖ Retirement planning
⬖ Tax optimization
⬖ Investment strategies
⬖ Wealth management
⬖ Much more!
Our team of experienced financial advisors and fiduciaries will break down complex concepts into easy-to-understand insights, helping you navigate the intricacies of retirement planning with confidence and clarity.
Please contact us to setup a consultation:
⬖ https://empoweringretirement.com/cont...
We also offer informative workshops:
⬖ https://empoweringretirement.com//events
Timestamps:
0:00 Intro
0:28 The Benefits of Tax Planning
4:21 Are you missing out by not working with a tax professional?
8:35 What is the Number One way to reduce your taxes in retirement?
14:05 What does Tax Loss Harvesting do?
18:32 Work with a CPA that is also a Fiduciary
23:41 We will do your Roth Conversions for you!
#financialplanning #money #retirement
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