Everyone has to pay taxes, but only some know how to minimize their lifetime tax bill.
In this episode, Jeremy Keil is interviewed by Brian Haney about tax preparation vs tax planning. Jeremy explains the five steps everyone needs to take each and every year to lower their lifetime taxes.
Jeremy discusses:
- A high-level comparison of tax preparation vs. true tax planning
- The importance of marginal rates in tax planning
- How to lower your taxes over your lifetime in 5 steps
- What some of the common tax planning mistakes are
- And more
Related: How To Find Your Financial Advisor with Drew Richey and Shawn Perry