4 Things You Should Know Now to Save on Taxes Later
by Michael Neuenschwander, CFP, CPA, Partner, Outlook Wealth Advisors LLC
Jun 25, 2019
2 minutes
With 2018 taxes hopefully behind you, probably the last thing you want to think about is what taxes may look like in 2019 and beyond.
I get that.
But you should be thinking about it. Right now, and every time you ponder making a change to your retirement portfolio. Because a tax-efficient financial plan -- one that considers the potential savings you could get over a lifetime instead of just going year-to-year -- can make all the difference in the health of your nest egg.
Here are four things I wish people knew about managing their taxes now and in retirement.
1. We have a limited window of opportunity.
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