The Tax Planning Show

Timing is everything but so is action. Learn how to engage in tax planning before it's too late.

Think of tax planning as Annie Duke calls a freeroll. A freeroll is a great decision-making tool because the downside cost is very minimal compared to the potential rewards. Yes, there is time, energy, and perhaps a consulting fee involved, but the upside can be huge if you do it. You may waste a couple of hours of your life. Or, you might find a step or two that can save you thousands or even more over time.

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Many celebrated when the age was moved from 70 1⁄2 to 72; we did too. And not for reasons you might think. We cheered because of taxes. And no, not because you would pay more, but because we gained a few more years of good tax planning. And don't forget qualified charitable distributions. They still have a part to play, even if your RMD was delayed.

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Many Americans wait until the last possible minute on April 15th to submit their taxes. Not only can that kind of delay put you in an uncomfortable position with the IRS. You may have missed the most important date of all, December 31st. Find out why the end of December might be far more important to your overall plan.

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There is often confusion surrounding when one can take penalty-free distributions from retirement dollars. You might be able to access money sooner than you think.

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They are labeled as RMD's, but what they stand for is REQUIRED and come along with a 50% penalty if you get it wrong. This segment will go over what you need to consider before it is too late.

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The most significant financial decision most families will ever make is when to take Social Security. Listen in, so you don't make a tragic error.

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Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

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Tax planning and tax preparation are two different things. Women typically live longer than their spouses, so they must be prepared to file as a widow or men as a widower. What does that mean for your retirement? We will break it down during this episode of Consider This Program.

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Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

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Do you know the optimal age to take social security for your situation? When do you have to start, and when should you start? Find out on Consider This Program.

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Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

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We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to [email protected]

There is a big difference between tax reporting and annual tax planning. Join us on Consider This Program with special guest Benjamin L. Smith, CPA, CGMA from Estep Doctor & Company, as we talk about making sure that you are as strategic as possible.

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Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to [email protected]

Don't let the IRS pull you from the game. Join Consider This Program to find out the rules you need to know.

The tax code is full of opportunities for confusion and frustration. Not only do you have to pay, but you could be penalized. We will discuss ways to stay in the game and optimize your financial strategies.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to [email protected]