Ben and Megan Smith discuss an article that covers several things to do and not to do in retirement. Ben discusses the difference between tax preparation and tax planning. And he lays out some factors to consider with retirement and taxes: how accounts are taxed, diversifying accounts, income tax bracketology, and the importance of picking the right retirement route. Megan also shares about coaching local high schoolers to an Oregon state championship win. Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com or call or text 503-831-9011 . https://www.facebook.com/myvisionwealthSee omnystudio.com/listener for privacy information.

Ver todos los episodios