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Konten disediakan oleh Nick Davis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Nick Davis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Should My Advisor Collect Tax Filing?

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Manage episode 384101240 series 2841245
Konten disediakan oleh Nick Davis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Nick Davis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request clients' tax returns and highlight the significant impact taxes can have on your finances before and after retirement. Listen in as we talk about optimizing savings, navigating Roth conversions, avoiding the pitfalls of phantom taxes in retirement, and more!

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

Contact:

Website - https://www.brindleandbay.com/

214-988-9178

  continue reading

75 episode

Artwork
iconBagikan
 
Manage episode 384101240 series 2841245
Konten disediakan oleh Nick Davis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Nick Davis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request clients' tax returns and highlight the significant impact taxes can have on your finances before and after retirement. Listen in as we talk about optimizing savings, navigating Roth conversions, avoiding the pitfalls of phantom taxes in retirement, and more!

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

Contact:

Website - https://www.brindleandbay.com/

214-988-9178

  continue reading

75 episode

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