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Tax Awareness in Financial Planning

Tax Awareness in Financial Planning

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Summary

In our first episode, Chad Castle and Jessica Burch of Winnow Wealth discuss tax awareness in financial planning.   Taxes, of course, are unavoidable.  We break down income into  three types of tax "buckets" - taxable, tax deferred, and tax advantaged.

Often, folks try to avoid short term tax headaches, and this can lead to much bigger problems later.  Would you rather pay a known tax rate now, or an unknown tax rate later on money that's grown later?  A good financial and retirement plan must take taxes into account.  

Chad and Jessica explain how the team at Winnow Wealth is set up to assist you with your individual financial plan, including tax planning.

Contact Us:

Winnow Wealth Website: https://winnowwealth.com/

Winnow Wealth Phone Number: (254) 776-8400
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