Episode notes
Our latest episode "6 Smart Tax Moves To Make Before Filing Your Taxes" is designed to help you take charge of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth, is joined by our expert guests, Associate Wealth Advisor Megan M. Miller, EA and Steve Pitchford, CPA, CFP® Director of Tax and Financial Planning. Together, they unpack six powerful tax-saving moves that can help you optimize your tax situation before filing.
What You’ll Learn In This Episode:
- Maximizing Retirement Contributions: Discover how fully leveraging your 401(k), IRA, or SEP-IRA can lower your taxable income and secure your long-term financial health.
- Exploring Roth Conversions: Learn the benefits of converting traditional IRAs to Roth ...