Episode 8 – Individuals’ Commonly Asked Tax Questions, Answered – Part 1



When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you?

In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano answer individuals’ commonly asked questions about saving for retirement. They discuss the four buckets of tax planning to help you be diversified by using different investment vehicles.

In this episode you will learn:

  • The types of accounts available to help you start saving money
  • What you can do to save on taxes now and how to avoid a big tax bill later
  • If you can participate in or switch from different accounts
  • What buckets will help you save money for your kids to go to college
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano to learn more about the investment vehicles individuals can start taking advantage of!

Resources: Feliciano Financial Group: (903) 533-8585 


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