Ecclesiastes 3 says “There is a time for everything, and a season for every activity under the heavens”. Everyone knows about tax season, but it is important to look at your finances and taxes every season, not just in the spring every year.
This week, Hans and Robby discusses more in-depth topics regarding axes, including QCDs, capital gains taxes, itemization, and more. They even answer a listen question on air!
Taxes affect every aspect in retirement. You have to look at all of this in order to finish well. You don’t want to leave your family a huge tax burden when you pass.
Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free!
You can contact Hans and Cardinal by emailing firstname.lastname@example.org or calling 919-535-8261. Learn more at CardinalGuide.com.