Americans are well aware that tax returns and IRA contributions must be postmarked by tomorrow, but so many avoid filing extensions even though that may be the best option. I explain how to handle self-employed income and how the Schedule C tax differs from the LLC and S Corp. Other topics include:

• Protecting yourself from investment fraud
• Tax deferral and ROTH strategies approaching retirement
• Are you projecting your retirement expenses correctly?
• Industry demand for CFP’s

 

 

Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.