Before another tax season approaches, we want you to be in the best position now and in retirement. That means tax planning needs to be a focus as a part of your overall financial plan.

In this week’s show, we will provide essential tips and strategies for preparing and filing taxes, understanding tax brackets, and making the most of deductions. We’ll also discuss the benefits of Roth conversions, charitable giving, and how to work effectively with CPAs to optimize your financial health.

Here’s some of what we discuss in this episode:

• Some of the basic things you need to know about taxes as you prepare to file this year.
• Should you work with a CPA on your taxes?
• Ways that you might be able to save on taxes now.
• Reasons you might want to do a Roth conversion and the reasons why you might not.
• Things you should know about taxes if you’re self-employed.

WAYS TO CONNECT:

Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg

Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.

If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.