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.

Click here to schedule a complimentary appointment with the Mason Street Management team or call 559-892-0002. 

Sean is also teaching a Retirement Planning Class at Fresno State University that is open to the public on April 29th. Go to his events page to learn more. 

Follow us on Facebook!