What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term.
Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/
What we discuss on this episode:
1:53 - What is tax planning?
4:33 - What does tax planning actually look life with clients?
7:21 - Is it safe to assume you’ll be in a lower tax bracket in retirement?
10:26 - Why not just take the money out?
12:03 - What do we need to think about with taxes and legacy?
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