Imagine the Potential

Utilizing Bonuses & Tax Returns

August 15, 2023 David Limerick Season 1 Episode 21
Imagine the Potential
Utilizing Bonuses & Tax Returns
Show Notes

In this episode, we'll provide tips on best using your bonus or tax return based on your financial situation. So stay tuned for some helpful insights on this important topic. We'll also discuss the tax implications of bonuses and tax returns. You'll learn about how bonuses are taxed, which fringe benefits are taxable, and what a tax return really means.

If you're interested in a one-on-one with David, visit westreet.org/wealth-management