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Not too late to save on this year's taxes
Manage episode 513107048 series 2388375
Host Shirley Rooker speaks with Joe Hemsley of Forward Together Financial Wealth Planning, who discusses strategies that can result in lower 2025 taxes. Is deferred income a good strategy? Should you consider a non-Roth IRA? How about increasing contributions to your retirement account? Are you aware of the lifetime gift exclusion?
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
312 פרקים
Manage episode 513107048 series 2388375
Host Shirley Rooker speaks with Joe Hemsley of Forward Together Financial Wealth Planning, who discusses strategies that can result in lower 2025 taxes. Is deferred income a good strategy? Should you consider a non-Roth IRA? How about increasing contributions to your retirement account? Are you aware of the lifetime gift exclusion?
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
312 פרקים
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