cover of episode Two Simple Tax Planning Tips + A Fun (Personal) Update

Two Simple Tax Planning Tips + A Fun (Personal) Update

2021/5/25
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Stay Wealthy Retirement Podcast

Chapters

This chapter discusses the implications of the CARES Act on retirement distributions in 2020, including the waiver of penalties and the spread of tax liabilities over three years. It highlights common errors in tax returns and the importance of long-term tax planning.

Shownotes Transcript

Learn how to:

  • Lower your tax bill
  • Optimize investments
  • Improve retirement success

Click Here to Get Your FREE Retirement Assessment)

Today I'm sharing two simple tax planning tips.

These tips will help you catch common errors we're finding on 2020 tax returns.

I'm also sharing some fun (personal) news with our listeners! 😲

If you've filed your 2020 tax return and want to avoid any big surprises this year, today's episode is for you.