Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
When it comes to finances, paying a big bill at tax time is the worst. Worse yet, is if that bill comes as a surprise because your CPA, Investment Professional, and Financial Planner were not on the same page.
In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital gain distributions, higher interest rates, or under-withholding on your income we cover it all on today’s episode of Retire Smarter.
Here’s some of what we discuss in this episode:
Have questions?
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Ep 67: Beyond Diversification: Terminal Wealth Dispersion
Ep 66: Proper Investment Expectations & Standard Deviation
Ep 65: Should You Continue To Hold An Underperforming Investment?
Ep 64: Investment Lessons To Learn From 2020
Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving
Ep 62: Pension Lump Sums: 2021 May Be The Best Year Ever
Ep 61: The True Wealth Team Is Growing - Welcoming Ron Wyatt
Ep 60: Why The Cheapest Investment Option May Not Be The Best
Ep 59: Retiree Health Insurance Part 2: Pre-Medicare
Ep 58: Retiree Health Insurance Part 1: Medicare
Ep 57: A Tale of Two Decades
Ep 56: Should The Election Influence Your Investing Strategy?
Ep 55: Roth Conversion: Why 2020 Could Be The Best Year
Ep 54: Should You Delay Retiring?
Ep 53: Investing Vs. Speculating Part 2
Ep 52: Investing Vs. Speculating Part 1
Ep 51: Case Study: Retiring Before Age 60 & Before You Ever Thought You Would
Ep 50: What To Do When Your Spending Goals Change After You Retire
Ep 49: Potential Inheritance: Include In Your Retirement Plan Or Not?
Ep 48: Why Big Tech Stocks Must Underperform
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