A Conversation About Tax planning and how it impacts your portfolio and future goals

In life, 2 things are guaranteed — death and taxes. So it is important that you take the time to understand tax planning so you don’t end up paying more than you owe.

In this episode, Tony Luckhardt and Ryan English help you understand what should be going into your tax planning and how the advisors at Foster & Motley are equipped to help. Tony and Ryan discuss taxes as they pertain to multiple aspects of your finances, and the value of proactive planning.

Tony & Ryan discuss:

  • The importance of setting a capital gains budget
  • Year to year tax planning and multi-year planning
  • Why investment philosophy matters when it comes to tax planning
  • How to avoid surprises when it comes to tax season
  • And more


Connect With Tony Luckhardt & Ryan English: