Incorporating tax strategy into your retirement account

from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA

Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we discuss the often "false promise" of creating tax sheltered income in retirement. Learn when it IS important to incorporate tax strategy into your investments and the imapct it can make!

Episode metadata supplied by the publisher feed · Published Oct 2, 2024

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Incorporating tax strategy into your retirement account

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