Unlocking the Full Potential of Proactive Tax Management; or, Not All Money Is Taxed the Same!

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As the “celebration” of April 15th nears, the importance of tax planning remains critical. What celebration, you ask? The celebration that they’re done, of course. On today’s show, we’ll discuss the seven components of winning at taxes, especially after you’ve retired. The bottom line is that the savings you can take advantage of can be significant and leave you with a lot more after-tax dollars to use more efficiently in retirement. Next, Heidi will review an article from Kiplinger called “16 Retirement Mistakes You Will Regret Forever.” We agree with many of these mistakes, but not all of them. We’ll discuss why and how these can make a real difference in your world.

Tune in and take control!