Radio: Tax Planning Season

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Radio: Tax Planning Season

When you finish your tax preparation, it is time to begin tax planning.

A tax preparer tries to help you pay less tax this year, while long-term tax planning looks to decrease your tax burden over your lifetime. Sometimes this means this year’s tax bill will be higher to compensate for lower tax brackets in future years.

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Follow Austin Fey:

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Austin Fey is a Wealth Manager at Marotta Wealth Management, specializing in charitable giving and asset allocations. She is a regular contributor to our Marotta On Money articles, often giving advice to those just getting started in finance.

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David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818...)