))
Tax Planning vs. Tax Filing: What You Need to Know
Manage episode 462335627 series 3561333
Content provided by Impact Patnership and Steve Hoyl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Patnership and Steve Hoyl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Jessica, Derek, and Steve discuss essential aspects of retirement planning, emphasizing the importance of year-round tax planning, understanding retirement returns, and the role of financial advisors. They delve into the complexities of annuities, their benefits and drawbacks, and the critical need for long-term care planning as healthcare costs continue to rise. The conversation highlights the necessity of proactive financial strategies to ensure a secure retirement.
PROTECT YOUR RETIREMENT SAVINGS: CLICK HERE TO BOOK YOUR MEETING TODAY
See omnystudio.com/listener for privacy information.
207 episodes
Share
