It’s that time of year again: tax filing season! Vice President of Integrated Advice Brian Vnak joins the show this week to help you prepare for your tax preparer.

Questions Answered Include: 

  • I’ve been working with a financial advisor for a couple of years and they also have been talking about doing a Roth conversion but I don’t have the money right now to pay the tax. What’s the best way to fund a Roth conversion if you don’t have money sitting in your checking account to use?
  • I’m about to retire in April and am hoping to use my refund to help pay for a celebratory trip this summer. Is there a way to tell how big my refund will be before I get it so I can start planning? Also how should I plan for paying income tax when I start to live off my investments later this year?

Full Episode


Featured Segment: Preparing for the Tax Preparer


Featured Question

 Tax Refund 2-min-288972-edited

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither Wealth Enhancement Group nor LPL Financial provides tax or legal advice.