Tax Mistakes to AVOID in 2024 (Part 2)

Phil's Tax Hacks

English - April 04, 2024 09:00 - 14 minutes - 26.9 MB - ★★★★★ - 4 ratings
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Previous Episode: Tax Mistakes to AVOID in 2024 (Part 1)

Next Episode: Is Retiring at 65 Crazy?

It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-part series where we dive into a fidelity article titled “8 Tax Pitfalls to Avoid,” and get Phil’s thoughts as a CPA.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:15 – Waiting too long to strategize

4:08 – Engaging in wash sales

8:15 – Not taking advantage of tax breaks

9:45 – Forgetting deadlines

Fidelity Article:

https://www.fidelity.com/learning-center/personal-finance/tax-pitfalls?ccsource=email_monthly&mbox3rdPartyId=&mboxConvType=VPEmailClick&mboxCID=VM0224&pixelType=vpm&sfip=&sfCampaignId=16797&sfCellCode=169

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts