tax planning

Ep 73: Top Tax Tips for Filing in 2021

As you file your 2020 taxes, what do you need to be aware of to account for that unprecedented year? What changes were made and how should you prepare? We’ll fill you in on the top tax tips.

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Ep 47: Classic Pre-Retiree Mistakes to Avoid

As you get closer to retirement, you might be prone to make these mistakes. We’ll talk through the key areas to be aware of so you can make better decisions as you near retirement.

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Ep 42: Traditional IRA vs. Roth IRA

Are you investing in a traditional IRA or a Roth IRA? Which one is better? What pros and cons should you be aware about? Find out on this episode.

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