Episode 3: Tax Planning
Aug 23, 2019
Duane and Aaron Johnson talk about the important elements of tax planning.
Here are just a handful of the things that we'll discuss:
- Know who you are working with (i.e. Enrolled Agent, CPA or Tax Preparer)
- IRA vs. Roth and when it makes sense to convert to a Roth IRA
- Calculating taxes on primary residence or rental property