Tax Preparation vs Tax Planning

Tax Preparation vs Tax Planning

July 20, 2023

Retirement without tax planning? You could be in for a surprise!
Taxes could be your biggest expense in retirement. Do you have a tax preparer and a tax planner? A tax preparer calculates taxes for the current year. A tax planner recommends strategies to reduce taxes over the next year, two, three or more years. You don’t want to send more money to the IRS than required!

Here Are Just a Handful of the Things That We'll Discuss:

  • The benefits proactive tax planning can have on your retirement savings.
  • Strategies such as tax loss harvesting and Roth conversions.
  • Issues often ignored when focusing only on tax preparation.


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