This week Damon and Matt break down the difference between Tax Planning vs. Tax Preparation. Plus, the good and bad of using a robo tax consultant. Also, if you have received an inheritance, what's the best way to help it grow; sit on it or invest it. See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

This week Damon and Matt break down the difference between Tax Planning vs. Tax Preparation. Plus, the good and bad of using a robo tax consultant. Also, if you have received an inheritance, what's the best way to help it grow; sit on it or invest it. See omnystudio.com/listener for privacy information.

This week Damon and Matt break down the difference between Tax Planning vs. Tax Preparation. Plus, the good and bad of using a robo tax consultant. Also, if you have received an inheritance, what's the best way to help it grow; sit on it or invest it.&nbsp;See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Tax Planning vs. Tax Preparation and Best Option for an Inheritance

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.

Be sure follow us on social media!
Acute Wealth Blog: http://bit.ly/2ZA7hty
Facebook: http://bit.ly/31LRNof
LinkedIn: http://bit.ly/2Y3OBSG

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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts &amp; Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.

Be sure follow us on social media!
Acute Wealth Blog: http://bit.ly/2ZA7hty
Facebook: http://bit.ly/31LRNof
LinkedIn: http://bit.ly/2Y3OBSG

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Tax Planning vs. Tax Preparation and Best Option for an Inheritance

Tax Planning vs. Tax Preparation and Best Option for an Inheritance

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