On this episode of New Focus On Wealth, Chad goes over tax withholding and the importance of staying up to date on your tax projections as your portfolio changes throughout the year. 

Next, Chad discusses the unlikelihood that the government will be able to close back door loopholes for tax savings on retirement accounts anytime soon. 

Chad then moves on to recap market performance for 2021, noting the importance of not scaring yourself out of the market and rather using dips as buying opportunities. Listen now!

Email your money question to chad@chadburton.com. 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com