Next Level 326: The Ticking Tax Time Bomb in Your 401k with Davis Oliver

Most people treat taxes as a once-a-year, filing-season problem. Davis Oliver of Taxes Saved joins Chris to explain why Q4, not April, is when real tax planning happens, and why most CPAs never bring it up in the first place: their job is compliance and filing, not proactive strategy.On this episode of the Next Level Income Show, Davis and Chris cover how W-2 employees, not just business owners, can use real deductions the tax code already offers, and what Davis calls a "ticking tax time bomb": the required minimum distributions built into most 401(k)s and IRAs, which can trigger a large, forced tax bill for you, or now, for your heirs within just 10 years of inheriting.Davis Oliver has spent the last seven years at Taxes Saved, the tax planning firm he and his family built after their own frustration with traditional CPAs.Learn more about Taxes Saved at https://nextlevelincome.com/taxessaved, or book a call with our team at meetings.hubspot.com/ccampbell28.