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064: Why Tax Time is the Perfect Time to Review Your Retirement Plan
Manage episode 321866242 series 3237394
With the April 18th due date coming ever closer, the national debt ballooning, and inflation continuing to rise, today’s episode is all about how to take a holistic look at your tax and retirement plans together.
You’ll learn why taxes are all but certain to go up soon–and what you can do right now to position yourself to save the most on your tax bill not just this year, but for years to come.
In this podcast interview, you’ll learn:
- Why people in retirement still have to worry about taxes.
- How you save determines whether you owe money on your Social Security.\What retirees can do to minimize their tax.
- Why taxes are all but guaranteed to go up in the near future.
To get access to today's show notes, including links to all the resources mentioned, visit EGSIFinancial.com/64
How Fit Is Your Retirement Plan?
We can help you manage your finances so you can pursue your goals. To learn more, visit EGSIFinancial.com
85 episodes
Manage episode 321866242 series 3237394
With the April 18th due date coming ever closer, the national debt ballooning, and inflation continuing to rise, today’s episode is all about how to take a holistic look at your tax and retirement plans together.
You’ll learn why taxes are all but certain to go up soon–and what you can do right now to position yourself to save the most on your tax bill not just this year, but for years to come.
In this podcast interview, you’ll learn:
- Why people in retirement still have to worry about taxes.
- How you save determines whether you owe money on your Social Security.\What retirees can do to minimize their tax.
- Why taxes are all but guaranteed to go up in the near future.
To get access to today's show notes, including links to all the resources mentioned, visit EGSIFinancial.com/64
How Fit Is Your Retirement Plan?
We can help you manage your finances so you can pursue your goals. To learn more, visit EGSIFinancial.com
85 episodes
All episodes
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