Ep 55: Should My Advisor Collect Tax Filing?

Nov 17

Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request clients' tax returns and highlight the significant impact taxes can have on your finances before and after retirement. Listen in as we talk about optimizing savings, navigating Roth conversions, avoiding the pitfalls of phantom taxes in retirement, and more!

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In this episode:

[1:47] Why don’t advisors typically look at tax filing?

[4:50] The main reasons to look at tax filing

[7:04] The benefits of asking

[7:50] What about Roth Conversions?

[8:57] What should advisors be doing with your tax filings?

Nicolas Davis