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