Episode 5 – A Discussion of All Things Taxes

While “taxes” is certainly a small word, it’s no secret that it carries huge and very important implications. 

Rick Dwyer clarifies many financial and retirement issues involving taxes, and shares his insight on how to maneuver the tax conversation when speaking with your advisor. 

In this episode, you will learn:

  • How to discover whether you are paying too much or too little in taxes 
  • The role of the government when it comes to taxes 
  • How a qualified plan can help you in retirement 
  • The difference between tax planning and tax preparation 
  • And more!

Tune in as Rick discusses different techniques and tools you can use to minimize your taxes! 

Resources: Argallus Financial Group | (904) 800-7299 | Rick Dwyer