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2024-11-16 Keep What’s Yours
Manage episode 450892794 series 3365019
Kandungan disediakan oleh Capital Advisory Group and Jeff Zufall. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Capital Advisory Group and Jeff Zufall atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
This episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, emphasizes the importance of having a tax advisor who is also a financial advisor to streamline financial decisions and ensure tax efficiency. Key topics discussed include the benefits of having a single point of contact for financial and tax advice, the intricacies of Roth conversions, and the impact of tax policies on personal finance. The hosts also highlight the importance of planning for retirement, especially for those nearing retirement age, and the potential changes in tax codes following political shifts. The show aims to educate listeners on how to maximize their financial health and keep more of their earnings. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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