Proactive Retirement And Tax Efficiency With Alexis Gallati

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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 professionalsPlanning for retirement while balancing financial prioritiesEmerging trends and tools in tax strategiesNavigating multi-state tax complexities for businesses and individualsKey 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 supporting children s education is important focusing on retirement savings first is essential because education loans exist but no loans can support 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 bypass contribution limits and grow tax-free wealth if executed without triggering pro-rata rules nbsp 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 nbsp Connect with Alexis Gallati nbsp Website https www cerebraltaxadvisors com amp https www cerebralwealthacademy comBook Advanced Tax Planning for Medical Professionals A Concise Guide to Tax Reduction Strategies https www amazon com Advanced-Tax-Planning-Medical-Professionals dp B0858SZZFRYouTube https youtube com cerebralwealthacademyLinkedIn https www linkedin com in alexis-gallati Facebook https www facebook com cerebraltaxInstagram 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-retirementContact Shawn Website- https www retirewisepro com YouTube- https www youtube com channel UCiIMGdosN-snkV5gFt7FRSgLinkedIn- https www linkedin com in shawn-maloney-retire-wiseInstagram- 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

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