064: Why Tax Time is the Perfect Time to Review Your Retirement Plan

Mar 4, 2022

Tax season is about much more than just how much money you owe the IRS each year. It’s also a golden opportunity to review your investment strategy, your estate plan, and what your taxes will look like in the years to come. 

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? 

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