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内容由Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton提供。所有播客内容(包括剧集、图形和播客描述)均由 Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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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Ep 4: What Is Tax Planning?

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Manage episode 291869192 series 2895815
内容由Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton提供。所有播客内容(包括剧集、图形和播客描述)均由 Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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

What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/

What we discuss on this episode:

1:53 - What is tax planning?

4:33 - What does tax planning actually look life with clients?

7:21 - Is it safe to assume you’ll be in a lower tax bracket in retirement?

10:26 - Why not just take the money out?

12:03 - What do we need to think about with taxes and legacy?

  continue reading

55集单集

Artwork
icon分享
 
Manage episode 291869192 series 2895815
内容由Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton提供。所有播客内容(包括剧集、图形和播客描述)均由 Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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

What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/

What we discuss on this episode:

1:53 - What is tax planning?

4:33 - What does tax planning actually look life with clients?

7:21 - Is it safe to assume you’ll be in a lower tax bracket in retirement?

10:26 - Why not just take the money out?

12:03 - What do we need to think about with taxes and legacy?

  continue reading

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