Feb 22 2025 60 mins 2
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Henssler Money Talks — February 22, 2025
Season 39, Episode 8
This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to discuss the benefits of having your financial adviser and CPA collaborate throughout the year to effectively manage your tax situation.
The hosts and Matthew also break down a strategy session that K.C. and Matthew conducted for clients facing a key tax decision. The investors could either delay paying taxes until they withdraw their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth.
Timestamps and Chapters
- 5:50: Market Returns, Earnings Season, and Fed Minutes
- 15:54: Financial and Tax Advisers: Working in Concert
- 37:14: Punt Taxes or Pay Taxes
- 54:25: Future of the Tax Cuts and Jobs Act
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