03 – Tax Refunds: Smart Strategies or Missed Opportunities?
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03 – Tax Refunds: Smart Strategies or Missed Opportunities?
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explores the truth behind tax refunds—are they helpful savings vehicles or simply interest-free loans to the government? Stewart explains why aiming for a "zero balance" tax return could benefit your retirement more than receiving a large refund.
You'll also discover the pros and cons of switching to a Roth 401k late in your career, why diversifying your investments internationally still matters, and Stewart's insights into interest rate changes and market volatility. Plus, learn about this year's Roth Conversion Challenge and how it could improve your retirement's tax efficiency.
Tune in to confidently navigate your taxes and retirement strategy.
For your free portfolio review, visit AssetPreservationWealth.com.