Manage episode 346630059 series 2401634
Listen to Kevin and Tyler describe the process True Wealth goes through to make sure how these important details are handled to help you stay on your retirement track and pay no more than your fair share in tax.
Here's some of what you'll learn on this episode:
- Some background on the three core items we need to be checking as the year comes to a close. (2:19)
- The changes from the past year and the recent laws that impact what we're doing this year. (6:30)
- The income targeting we do and some examples of that. (11:33)
- How inflation and the cost of living adjustments factor into end-year planning. (13:50)
- Why you have to a proactive approach to your financial plan. (18:23)