Do You Want a Tax Refund in Retirement? #personalfinance #retirementplanning #taxplanning

Is a big tax refund actually a BAD thing? 🤔

A tax refund isn't free money; it's an interest-free loan you gave to the government with your own money! Our CPA, Marty James, reacts to this clip from @taxleverage and explains why the real goal should be getting your tax bill as close to $0 as possible.

This is just one of five advanced tax planning topics we cover in the full episode. Watch "Tax Planning Beyond the Basics" on the America's Wealth Manager show to learn more!
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The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

Видео Do You Want a Tax Refund in Retirement? #personalfinance #retirementplanning #taxplanning канала America's Wealth Management Show