Personal Taxes with CPA Jessica Unser скачать в хорошем качестве

Personal Taxes with CPA Jessica Unser

In this video, I sit down with CPA Jessica Unser to talk through the most important do’s and don’ts of personal accounting and taxes, how to think strategically about your tax bracket, and how to make decisions today that can benefit you long into the future. We cover: -Why understanding your current tax bracket (and your future one) matters -How to “play the long game” with tax planning -Maxing out retirement accounts, IRAs, and HSAs -One powerful strategy for retirees: Qualified Charitable Distributions (QCDs) from IRAs -How to reduce taxable income when giving to charity -What a well-prepared client looks like If you want to be more proactive, pay less in unnecessary taxes, and feel confident about your financial future, this conversation is for you. Reach out to Jessica here: https://www.aspirewi.net/