How to Avoid A Surprise Bill at Tax Time

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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When it comes to finances, paying a big bill at tax time is the worst. Worse yet, is if that bill comes as a surprise because your CPA, Investment Professional, and Financial Planner were not on the same page.

In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital gain distributions, higher interest rates, or under-withholding on your income we cover it all on today’s episode of Retire Smarter.

Here’s some of what we discuss in this episode:

Interest rates have increased ordinary income and what most Americans are used to being taxed on.
Investment considerations to factor in that will impact taxes.
Stats on capital gain distributions and better investment options for tax purposes.
Sometimes you are under-withholding taxes on your income so what should you change?

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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