Why Focusing ONLY on Annual Taxes Could Cost You Later

In this video, I share four ways to potentially lower your lifetime tax bill by way of not create a “flood of taxes” for yourself later in retirement. Jordan McFarland is a CERTIFIED FINANCIAL PLANNER™ and works with over 125 families to simplify their wealth management and focus on retirement. If you'd like to learn more about how I can help, feel free to shoot me an email or connect on LinkedIn. All investments involve risk, including possible loss of principal. Past performance is not a guarantee or indicator of future results, which may vary. No assurance can be given that profits will be achieved or that losses will not be incurred. The information provided and views expressed herein do not constitute advice or a recommendation of any kind nor is it an offer to sell or a solicitation to deal in any security or financial product. This video is provided for informational and educational purposes only. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Except as otherwise indicated, the information, views, and opinions contained in this video are based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Such views may change without notice, and SageSpring Wealth Partners LLC (“SageSpring”) and the speaker disclaim all responsibility to update such views. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation regarding its accuracy is made. Neither SageSpring nor any individual speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. This information is not intended to be relied upon as a forecast or research in any way and should not be solely relied upon as a forecast or research in any way and should not be relied upon when making an investment decision. It is provided with the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting, or other material considerations. To the extent that the viewer has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact or consult with the professional advisor of their choosing. The information herein is not intended to be tax or legal advice. Opinions and commentary do not take into account the investment objectives or financial situation of any particular investor or class of investors. Investors will need to consider their own circumstances before making an investment decision. This recording is the property of Jordan McFarland and should not be copied, distributed, published, or reproduced in whole or in part without his express written permission. Any advisory services are provided via SageSpring, which is registered with the United States Securities and Exchange Commission (“SEC”) as an investment adviser. SEC registration does not imply a certain level of skill or training. Any theoretical scenarios are for illustrative example only, and do not constitute advice.