Ep 15: Traditional Vs. Roth

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine which one is best for you based on who you are.

2021-11-04T16:09:30+00:00November 4th, 2021|Podcasts|Comments Off on Ep 15: Traditional Vs. Roth

Ep 4: Tax Planning

Every year we are required to file our taxes, but many people overlook tax planning for the future. Joe and Mike talk to us today about the importance of having a tax-efficient plan and some strategies they use in their practice.

2021-05-06T13:58:40+00:00May 6th, 2021|Podcasts|Comments Off on Ep 4: Tax Planning
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