Most people file their tax return and move on. They see a refund or a bill, react to the number, and don't think about it again until next April.
The truth is, your tax return is telling you something, and the weeks after you file are the most important planning window of the year.
On Thursday, April 23 at 12:00 PM ET, Beck Bode Co-Managing Partner, CIO Ben Beck, CFP® and Director of Tax Services Garrett Murphy sit down for a conversation about the gap between your tax return and your financial plan, what most people miss, and what can look different when tax and investment strategies are in the same room.
You'll walk away understanding:
- Your effective tax rate, what it actually means, and how it should guide your withholdings and planning for the rest of the year
- Why a Roth strategy may be the most underused tool in your financial plan, and when it makes sense to act
- Where surprise tax bills come from, and the simple steps that can help eliminate them before next April
- What changes when your tax preparer can see your full financial picture, not just your 1099s
Join us for a conversation about the moves that matter most in the 60 days after you file.