Tax Preparation

Retirement Every day Studying Middle – Life Planning: The Distinction Between Tax Preparation and Tax Planning

In this fourth segment of our Life Planning Series with Jeannette Bajalia, she discusses the difference between tax planning and tax preparation. In an unknown tax environment, this is of particular importance for retirees planning and retirees who want to prepare to keep more of their retirement assets. Bajalia talks about ways tax planning can move from “forever taxed” to “never taxed” mindset.

Check out the other webinars in this series at the Retirement Daily Learning Center:

Basics of estate planning

Holistic planning and why it matters

Financial security suddenly in the middle of life

Related Articles