In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the importance of tax planning for both income and estate taxes. They dive into why financial advisors ask for tax returns, how they use software to analyze and optimize future tax strategies, and the critical role these insights play in planning for retirement. The team also covers the often-overlooked aspect of estate taxes and why it’s vital to review and update estate documents as your net worth changes. Whether you're preparing for retirement or managing a large estate, this episode provides valuable advice for minimizing taxes and securing your financial future.
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