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March 7, 2023 19 mins

Tax season is fast approaching, so it’s time to ensure your finances are in order.

In this episode, I address the common confusion between taxable and tax-deferred accounts as well as 3 income tax blunders you definitely want to avoid.

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What’s included:  3 Steps to Planning an EPIC Retirement

Step 1:  How will You Spend Your Time?

Step 2:  Identify Your Income & Expenses

Step 3:  Putting it all Together

 

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Connect with Danette Lowe, CFP®

https://linktr.ee/trunorthwealth

Visit Our Website:  https://www.TruNorthWealth.com

 

Episode Summary:

Tax-deferred Account: Refers to a 401k, IRA, or a simple IRA. A tax-deferred account is where you get a deduction from your current paycheck or income tax. You get a deduction now and later when you take the money out.

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