Young attractive woman looking stressed and worried with card payments and home finances accounting costs charges taxes and mortgage in paying bills financial problems and credit card debts concept.

Episode 11 – The Clock is Ticking: Regain Control of Your Tax Bill

Nov 10, 2022

Dana and Brad discuss how it’s possible to determine how much of your assets are vulnerable to a tax increase by the help of a professional. They also explain how the clock is ticking to save on taxes before the tax law changes again.

  • How to best utilize a Non-Deductible IRA
  • Brad explains in detail the process of meeting with a Financial Advisor



Are You Paying Too Much In Taxes In Retirement?