The Financial Detox team at Labrum Wealth Management does A LOT of tax planning. And no wonder, as it's such an important part of wealth management, especially as your situation changes over the years and you enter the first phase of your retirement.
We’ve been getting a lot of tax inquiries since the passage of the Tax Cuts & Jobs Act, which substantially changed America’s tax code for the first time in decades. It has left a lot of people wondering how to best utilize their options as they plan for retirement, begin receiving payments, or even re-enter the workforce in a part-time capacity. That’s why today’s focus is all about tax planning. We’re answering questions and sharing simple strategies that you can use to make smarter investment decisions.
To get access to today's show notes, transcript, and resources mentioned, FinancialDetox.com