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At Falcon Wealth Advisors, we are not tax advisors, but tax planning is one of the key services we offer clients. Tax planning involves maximizing benefits today, while trying to maximize benefits many years down the road in retirement, without knowing what future tax rates will be. On this week's episode of Mental Dividends, Scott explains different strategies to maximize tax efficiency.
By Scott SturgeonAt Falcon Wealth Advisors, we are not tax advisors, but tax planning is one of the key services we offer clients. Tax planning involves maximizing benefits today, while trying to maximize benefits many years down the road in retirement, without knowing what future tax rates will be. On this week's episode of Mental Dividends, Scott explains different strategies to maximize tax efficiency.