))
2024-11-16 Keep What’s Yours
Manage episode 450892794 series 3365019
Вміст надано Capital Advisory Group and Jeff Zufall. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Capital Advisory Group and Jeff Zufall або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
This episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, emphasizes the importance of having a tax advisor who is also a financial advisor to streamline financial decisions and ensure tax efficiency. Key topics discussed include the benefits of having a single point of contact for financial and tax advice, the intricacies of Roth conversions, and the impact of tax policies on personal finance. The hosts also highlight the importance of planning for retirement, especially for those nearing retirement age, and the potential changes in tax codes following political shifts. The show aims to educate listeners on how to maximize their financial health and keep more of their earnings. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
…
continue reading
114 епізодів
Поширити
