Taxes With Ruby and OT

In March of 2023 OnTrajectory sat down with Ruby Padilla, CPA to discuss some general tax plans and strategies. Take a listen, and remember this video is for informational purposes only. Disclaimer–For Investment Professional Use OnlyThis presentation and the opinions and views contained herein are not intended to be, and do notconstitute investment or tax …

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It’s Tax Time!

OnTrajectory can help you both more accurately estimate your future taxes as well as help you minimize the taxes you\’ll pay in the future. We do this in 3 different ways. 1. Automatically Calculate Taxes Tax rates are defined within your Default Account (the top account in your account list), and you can define different tax rates for different periods of your life using age …

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