It's common to see articles or to-do lists for year-end tax planning. But these often lack substance and fail to answer why a strategy may or may not make sense for you. Listen to Kevin describe a simplified framework to understand your tax situation and then how to thoughtfully consider what tax-smart strategies make sense for you.

Useful Info:

Randall Munroe's "What If" Book: https://www.amazon.com/What-Scientific-Hypothetical-Questions-International/dp/0544456866

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-TWD-PLAN or 855-893-7526