In this episode of the Horizon Wealth Retirement Podcast, Dan discusses essential tax strategies for retirement planning, focusing on tax deferral and tax mitigation. He explores the differences between these strategies, common mistakes individuals make, effective approaches for both individuals and business owners, and share a success story that illustrates the impact of strategic tax planning. The conversation emphasizes the importance of education and personalized guidance in navigating tax strategies for a secure financial future.

Get your FREE Tax Analysis TODAY!