EPISODE · Mar 13, 2025 · 37 MIN
E1 - These Are a Few of My Favorite Things: Year-End Tax Planning Ideas.
from Enlightened Wealth Strategies · host James and Jim
In our first podcast, Enlightened Wealth Strategies, James and Jim discuss how weadvise and help clients to save taxes.We address a myriad of income tax savings strategies from the use of retirement plan savings, how to avoid paying penalties to the IRS, as well as the use of Roth IRAs and other investment ideas to minimize if not avoid a big tax bill.
Embed this episode
NOW PLAYING
E1 - These Are a Few of My Favorite Things: Year-End Tax Planning Ideas.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.