Why tax planning is crucial

Mason Street Retirement Insights · Apr 22, 2025 · 15m

Sean Mason discusses the differences between tax planning and tax preparation. He shares some mistakes that people make in when they draw from retirement accounts and why taking steps years ahead of time can potentially save someone thousands of dollars. Sean also explains how people’s lifestyles are affected when taxes increase and why paying taxes in the present is often better than down the line.

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Sean is also teaching a Retirement Planning Class at Fresno State University…