Ep. 11 – What is Tax Planning vs. Tax Preparation?

Tax preparation is reactive, for the most part.  Tax planning is proactive.  Most people focus solely on tax preparation, which involves preparing necessary documents to file your taxes.  Tax planning involves not only minimizing your tax liability today, but minimizing taxes when you start to draw on your investment assets and throughout your retirement years.  We hope you enjoy this episode!

The Planning For Retirement Podcast

Kevin Lao

Welcome to “The Planning for Retirement Podcast,” where we help educate people on how retirement works!

Contact Show