Tax Return vs. Distributions: Should You Pay Taxes First?

In this informative video, we delve into the important question of whether you should pay taxes on your returns before considering distributions. Join us as we explore the intricate relationship between tax returns and distributions, and the potential impact on your financial situation. We’ll discuss the pros and cons of paying taxes first, as well as the potential benefits and drawbacks of prioritizing distributions. By the end of this video, you’ll have a clearer understanding of the considerations involved in making this financial decision. Don’t miss out on this insightful discussion that can help you make informed choices regarding your tax returns and distributions.

Certified Elder Law Attorney and Certified Financial Planner Christopher Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here​​​​​​ or give our office a call at 844-885-4200.

Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.

Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy.

With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is important through their Retirement and Legacy Blueprint Process.

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