Latest / The Executive Financial Planning Podcast
Tax Mistake #2: Filing Separately Saved You Thousands. It May Cost You More.
Choosing between married filing jointly and separately can save you thousands. However, most people make that call looking only at this year's tax bill while ignoring what it may quietly be costing them down the road. In this episode, Matt covers two consequences that catch high earners off guard. He also walks through some possible fixes — the backdoor Roth, the pro-rata trap to watch for, and when separate really is the right answer. If no one is looking at your return before you file, that's a blind spot with a price tag. Schedule a call at ChooseBalance.com.
The skinny
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