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Tax Time Tips You Need Now!
Manage episode 361019360 series 3468502
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Brian Akers and Alex Monk discuss tax time tips and retirement planning strategies for retirees. They emphasize the importance of understanding tax basics, saving important tax information, and having a long-term tax strategy. Brian highlights the need for accurate and complete information to prepare tax returns, while Alex adds that it's crucial to keep accurate records and write down all donations to ensure proper deductions. They also discuss various tax planning strategies for different life stages, including homeowners and real estate investors, and the potential benefits of Roth conversions.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
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