Tax Time: 3 topics that come up EVERY year
It’s that time of year again. And I’m not talking about Mardi Gras. I’m talking tax season and it’s not nearly as exciting as carnival time.
Every year there are a few questions and conversations that come up with clients that I thought I’d discuss in these 3 short videos. Don’t worry, this is not a super technical discussion.
If you fall into any of these categories than listen up:
- You have a non-retirement investment account
- You have a traditional or roth IRA
- You plan on getting a tax refund
Are you wondering how much you may owe in taxes? How is your tax rate even determined? Check out the 2018 tax rates.
Schedule a free portfolio review to see if you’re over paying taxes in your investment account
