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!

~Kevin

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This is for general education purposes only and should not be considered as tax, legal, or investment advice.