Lifetime Income Series: Tax Planning & Strategies

With the culmination of tax season dead ahead, the topic this week is everyone’s favorite subject: taxes. Jim and John discuss how to reduce your annual tax bill, especially now that we are seeing tax rates on the rise. As the government takes more of what you earn, you have less to invest for retirement. Jim details strategies to reduce your taxes and help you get closer to your retirement goals. He illustrates some of these strategies with the case study of Paul and Kathy Tyler. The guest this week is Kim Fichera CPA. Kim will discuss the best strategies for lowering taxes on high income earners, as well as how to avoid tax traps and mistakes.

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