Phil Putney of ASF Wealth Management joins Steven this week to
talk about tax myths. Some people delay tax planning for retirement
because of the myths around taxes. Consequently, they retire with
fewer funds, higher taxes, or both.
About the Podcast
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.