Radio: Tax Planning Season

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Radio: Tax Planning Season

When you finish your tax preparation, it is time to begin tax planning.

A tax preparer tries to help you pay less tax this year, while long-term tax planning looks to decrease your tax burden over your lifetime. Sometimes this means this year’s tax bill will be higher to compensate for lower tax brackets in future years.

On April 11, 2017, David John Marotta was interviewed on the Schilling Show.

Listen to the full discussion here:

Photo used under Creative Commons Zero license. 

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We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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Follow Austin Fey:

Former Contributor

Austin Fey was a Wealth Manager at Marotta Wealth Management. She specialized in charitable giving.

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.