What Your Tax Return Can Show You About Planning for the Future

Money Mentors

English - April 25, 2024 14:50 - 10 minutes - 14.5 MB - ★★★★★ - 1 rating
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Previous Episode: Pay Now or Pay Later? The Big Tax Question for Retirement Savers

Next Episode: The Big Question: When Should I Retire?

Now that you've (hopefully) filed your taxes for last year, don't file that tax return away just yet. This week, Laurel & Gerald discuss what it can show you about how to plan for a more tax-efficient future. We also discuss the 3 tax buckets - and how to get more into that tax-free bucket for retirement. Curious about your retirement tax bill? Click the calculator at www.MattsonFinancial.com.