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Building a Tax Efficient Plan

September 24, 2020

What does it mean to think and plan strategically with your taxes? How does that change what you do when saving for retirement?

Turning Your 401(k) Upside Down

September 10, 2020

Are you putting money away in a 401(k)? Are you also considering the taxes you’ll have to pay on that later on?

California’s New Wealth Tax Proposal

September 3, 2020

What does Brian think about California’s new tax proposals? What kind of tax strategies should you be considering? We go through it for you on this episode.

Finding a Better Tax Strategy

August 27, 2020

From Roth conversions to charitable giving, today’s episode of the podcast talks about tax strategies that you’ll want to consider.