Uncle Sam: can’t live with him, can’t live without him.
We’ve found taxes may just be the most overlooked piece of the Core Four. The retirement account(s) you’ve been saving through have tax implications, your businesses or properties you manage have tax implications, your eligibility for IRMAA or ACA have tax implications. The best part?
Tax laws and updates can – and do – happen over time. Is your “tax guy/gal” connected to other groups of the Core Four? Who’s going to let you know about your IRMAA eligibility or what the best move is for your retirement accounts when it comes to taxes?
