In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, to talk about the big and small differences between Pre Tax and Post Tax accounts.
ADDITIONAL DISCLOSURE INFORMATION
WE ARE NOT TAX ADVISORS. We are Certified Financial Planners, and are familiar with much of current tax law. Bogart Wealth is neither a law firm nor accounting firm, and no portion of its services (or the content for this presentation) should be construed as legal or accounting advice. Information presented is subject to legislative changes and is furnished “as is” without warranty of any kind. This presentation is designed to provide helpful insight into a number of the more significant provisions relevant to most of our clients. Please consult your tax advisor on the specifics of your situation and personalized advice.
