Talking Taxes with Clients with Joshua Horton
Retirement Tax Services Podcast
Navigating Tax Strategies for Retirement
This chapter emphasizes the critical role of tax planning as individuals approach retirement, particularly in understanding the complexities of the IRS tax code. Speakers highlight the collaboration between financial advisors and CPAs to create tailored tax strategies, addressing common concerns like minimizing taxes and unexpected liabilities. The discussion also covers the nuances of pre-tax and Roth accounts, stressing the need for personalized approaches to optimize tax outcomes.
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