Tax Season In My Day...

Ryan and Dave are back! And we're making some exciting changes to the Podcast. We will be shifting to a longer monthly podcast format and will be featuring guests on our show. 

This month's episode is all about taxes and we're answering the most commonly asked questions around lowering federal taxes, contributing to retirement funds, and what to do with your tax refund money. 

DISCLOSURES:
Tax and/or legal advice is not offered by Family Financial Partners.  Please consult with your tax professional for additional guidance regarding tax-related matters.   A distribution from a Roth IRA is tax-free and penalty-free, provided the five-year holding requirement has been satisfied and one of the following conditions is met: age 59½, disability, qualified first-time home purchase, or death.  Retirement accounts are subject to eligibility and contribution, deduction and income limits may apply. Prior to making a decision to rollover retirement plan assets be sure to consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.  For advice appropriate to your individual situation, the services of a financial professional should be sought.


David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.