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You’re likely familiar with the idea that for every action, there’s a corresponding reaction. This concept rings true in financial planning as well. With nearly every financial decision you make, there aretax consequences waiting in the wings.
In this episode, Zach Binzer, CFP®, discusses the nuances associated with different investment account types and how tax considerations vary from one to the next. He also explains how the long term planning a financial advisor can provide can help you understand how today’s decisions may impact your tax situation 10, 20, or 30 years from now!
Zach shares more about:
- The importance of account diversity
- Insights into tax-efficient estate planning approaches
- The impact of taxes on Medicare premiums and Social Security benefits
- The essential part CPAs can play in proficient tax planning
- And more
Related: How Can I Select a Medicare Plan That Is Right for Me?