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Proactive Retirement and Tax Efficiency with Alexis Gallati o2323
17/12/2024
17/12/2024
About Alexis Gallati: Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax...
About Alexis Gallati: Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors, Cerebral Wealth Academy, and the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation and has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.
In this episode, Shawn and Alexis Gallati discuss:
Efficient tax planning tailored to medical professionals
Planning for retirement while balancing financial priorities
Emerging trends and tools in tax strategies
Navigating multi-state tax complexities for businesses and individuals
Key Takeaways:
Developing a proactive tax plan helps individuals optimize their current and future tax years by ensuring strategies are correctly implemented and reported to reduce liabilities.
While ing children’s education is important, focusing on retirement savings first is essential because education loans exist, but no loans can retirement income.
Employer-matched 401(k) contributions provide immediate, significant returns, yet many fail to utilize them, potentially leaving thousands of dollars in unclaimed benefits.
Strategies like the backdoor Roth IRA enable high earners to legally by contribution limits and grow tax-free wealth if executed without triggering pro-rata rules.
"Saving for retirement is actually a huge problem that people have because they just don’t think about it until they’re almost ready to retire, and that’s a huge mistake." — Alexis Gallati
Connect with Alexis Gallati:
Website: https://www.cerebraltaxadvisors.com/ & https://www.cerebralwealthacademy.com
Book: Advanced Tax Planning for Medical Professionals: A Concise Guide to Tax Reduction Strategies: https://www.amazon.com/Advanced-Tax-Planning-Medical-Professionals/dp/B0858SZZFR
YouTube: https://youtube.com/@cerebralwealthacademy
LinkedIn: https://www.linkedin.com/in/alexis-gallati/
Facebook: https://www.facebook.com/cerebraltax
Instagram: https://www.instagram.com/cerebralwealthacademy/
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement
Shawn:
Website- https://www.retirewisepro.com/
YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg
LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise
Instagram- https://www.instagram.com/retirewise_llc/
Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Alexis Gallati is not a client, nor should her appearance in this ment be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Cerebral Tax Advisors and Cerebral Wealth Academy are not d with Retire Wise LLC. or AEWM.
The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.