If you have a very simple W2 based question that may be about putting money into IRAs or can I deduct this off of my taxes, what charitable contributions count, those types of things, you might be able to get away with that. Retail tax preparers don't have to have any type of formal education, there's no formal education requirement. And they certainly have been well trained, but let's be clear, their job is not to understand the tax code.
#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?
Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment
MM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing.
Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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