Tag Archives: Tax Season

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Tax Season Preparation Part 2 (Ep. 56)



As we approach the tax season, there are some questions we get asked quite often.

In this episode, David Pulcini answers the nine most frequently asked questions about taxes, including reducing your lifetime tax bill in light of the latest tax rules and regulations. (You will also learn some fun facts at the beginning of the episode!)

David discusses: 

  • Commonly used tax credits and deductions — and why credits are preferable
  • The difference between marginal and effective tax rates
  • A massive penalty on RMDs that retirees should know about
  • The importance of planning for taxes related to inheritance
  • And more

Book Time with David Pulcini:

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