Skip to main content

Retirement Daily Learning Center - Life Planning: The Difference between Tax Preparation & Tax Planning

Knowing the difference between tax preparation and tax planning can have a significant impact on your overall retirement planning. In this webinar, Jeannette Bajalia explains why.

In this fourth segment of our Life Planning Series with Jeannette Bajalia, she discusses the difference between tax planning and tax preparation. This is of particular importance with an unknown tax environment for those who are planning for retirement as well as those who are already retired and want to prepare to hold on to more of their retirement savings. Bajalia speaks to the opportunities through tax planning to shift from a mindset of “forever taxed” to “never taxed.”

Jeannette Bajalia is an author of four books, radio personality, President and Owner of Petros Financial Group and President and Founder of Woman’s Worth®. She has over 40 years of experience as a business professional, and is specialized in ensuring individuals have a retirement plan that allows them to be more emotionally, medically and financially secure. She is also a member of Ed Slott’s Master Elite IRA Advisor network. Jeannette is also a radio personality and radio host of the Woman’s Worth® program.

Watch the other webinars in this series in the Retirement Daily Learning Center:

Estate Planning Essentials

Holistic Planning and Why It's Important

Financial Security in the Midst of Life Suddenlies