Retirement Unlimited

Tax season brings more than just filing deadlines. It can reveal gaps in planning that may impact your financial picture over time. In this episode, Laura and Jeremiah explore the difference between tax preparation and proactive tax planning, and why many individuals and business owners find themselves reacting to tax bills instead of anticipating them. From unexpected tax liabilities to common planning gaps, Laura and Jeremiah break down general scenarios and key considerations individuals may encounter, including: • Why year to year tax planning can create unnecessary financial stress. • Common reasons behind surprise tax bills. • How multi-year tax strategies may provide greater visibility over time. • The importance of aligning your CPA and financial advisor. • Considerations for business owners, high-income earners, and retirees. • How account diversification and timing decisions may impact long-term tax outcomes. They also discuss planning concepts such as retirement account strategies, charitable g