By being proactive and planning for taxes throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.
This 20-minute educational webinar can help you develop a game plan for how to incorporate tax planning effectively throughout the course of the year.
We discuss strategies for:
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Financial Advisor at Savant Wealth Management
Joel is frequently quoted in local and national media and has been a repeat guest on Federal News Radio. He teaches retirement preparation seminars to Federal employees through the National Institute of Transition Planning.
About Savant Wealth Management
Savant is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation.
Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.