Are you leaving some of your money on the table simply because...
1) you didn't take the time to plan or 
2) didn't educate yourself on how all this stuff works?

In this episode, host Josh Nelson let's you how important it is to be proactive when it comes to preparing your end of year taxes. Don't just assume you know what's going on because tax codes are changing all the time.  Listen to this important episode where Josh really digs in deep to help you understand where you are on this subject, what the rules are and what decisions you may need to make, or not make, that could work to your advantage.

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/[email protected]