It's tax planning season! On this week's show, we discuss year-end tax planning tips you can implement before December 31st.

Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!

It's tax planning season! On this week's show, we discuss year-end tax planning tips you can implement before December 31st. Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!

Year-End Tax Planning

The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!

Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. 

Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

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The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

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Year-End Tax Planning

Year-End Tax Planning