Retirement.Radio’s Matt McClure talks with Mark Steber, Chief Tax Officer at Jackson Hewitt, about why tax planning should be a year-round priority—not just something to think about around Tax Day. Steber explains that there are still several months left in the year to make meaningful changes that can impact the 2025 tax return, emphasizing the importance of reviewing last year’s return, correcting any mistakes, and adjusting for life changes or new tax law updates. He also highlights some of the significant tax code changes coming in 2025, including a potential increase in the child tax credit and higher deductions for seniors—and much more.
--
Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan
Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults
--
About Retirement Results:
Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money.
With $37 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient.
On this week’s show, Ford and Sam open up the listener mailbag and answer your questions. Inflation, Social Security, retirement income – no topic...
An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our...
Ford explains how you can get to the guarantees during volatile periods in the market. You will also hear audiobook chapters from Annuity 360...