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内容由Daniel Wrenne提供。所有播客内容(包括剧集、图形和播客描述)均由 Daniel Wrenne 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Avoid Getting Taxed Twice - Common Errors and Easy Fixes

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Manage episode 451990603 series 3538801
内容由Daniel Wrenne提供。所有播客内容(包括剧集、图形和播客描述)均由 Daniel Wrenne 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Are you unknowingly paying more taxes than you should?

Double taxation is a common but avoidable issue that costs people thousands of dollars each year.

In this episode, financial planner Hugh Baker joins us to break down three critical tax strategies that are often misused.

Listen in to learn how to recognize the pitfalls of the backdoor Roth strategy, why mixing account types is a bad idea, and the importance of saving key tax forms to prevent costly mistakes.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Links
Connect with me on my LinkedIn
To schedule a call with one of our awesome planners, book HERE.
  continue reading

303集单集

Artwork
icon分享
 
Manage episode 451990603 series 3538801
内容由Daniel Wrenne提供。所有播客内容(包括剧集、图形和播客描述)均由 Daniel Wrenne 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Are you unknowingly paying more taxes than you should?

Double taxation is a common but avoidable issue that costs people thousands of dollars each year.

In this episode, financial planner Hugh Baker joins us to break down three critical tax strategies that are often misused.

Listen in to learn how to recognize the pitfalls of the backdoor Roth strategy, why mixing account types is a bad idea, and the importance of saving key tax forms to prevent costly mistakes.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Links
Connect with me on my LinkedIn
To schedule a call with one of our awesome planners, book HERE.
  continue reading

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