That Being Said with Taxdoc™
That Being Said with Taxdoc™
Podcast Description
Welcome to That Being Said with Taxdoc™, your go-to podcast for exploring the intersection of business, taxes, and everyday life. Hosted by Rob Shoykhet EA, each episode features engaging conversations with top professionals—doctors, lawyers, real estate agents, mortgage experts, and more. Dive into real-world tax tips, strategies for financial success, and intriguing stories from diverse industries. Whether you’re a business owner, entrepreneur, or just tax-curious, you’ll gain valuable knowledge and practical advice. Perfect for anyone seeking to navigate taxes with confidence.
Podcast Insights
Content Themes
The podcast covers themes at the intersection of business, taxes, and daily life, focusing on topics such as retirement planning, financial literacy, and real estate tax strategies. For example, episodes include discussions on retirement contributions during tax season and the financial education gap for medical professionals.
Welcome to That Being Said with Taxdoc™, your go-to podcast for exploring the intersection of business, taxes, and everyday life. Hosted by Rob Shoykhet EA, each episode features engaging conversations with top professionals—doctors, lawyers, real estate agents, mortgage experts, and more. Dive into real-world tax tips, strategies for financial success, and intriguing stories from diverse industries. Whether you’re a business owner, entrepreneur, or just tax-curious, you’ll gain valuable knowledge and practical advice. Perfect for anyone seeking to navigate taxes with confidence.
In this episode of That Being Said with Taxdoc™, I crack down on Retirement Plan strategies that you should be on top of during the tax season and year-round.
Retirement planning is an incredibly powerful tool when it comes to tax planning. Arguably increasingly so with new developments and increased contribution limits every year. It's important to know prior to submitting your tax returns whether you have an opportunity to still save some tax dollars for the prior year with some late-in-the-game contributions and also get a better picture of how you should leverage these strategies in the year to come.
Retirement contributions can bring you into a lower tax bracket, drop your AGI (Adjusted Gross Income) to help qualify you for tax credits that you may have been just barely phased out of, and of course help insure that those of us who are not savvy investors are covered in retirement and not an absolute burden to our offspring.
I deeply believe y'all will appreciate this one, share with a friend and let me know what you think!
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Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.
Disclaimer
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