Welcome to a new week here on the Retirement Quick Tips podcast. I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor, and I started this podcast because I love helping people just like you gain clarity and make a plan for the retirement you envision. 

The theme this week on the podcast is: Analyze Your Tax Return Like A CPA

If you haven’t heard me mention it on the podcast before, my husband is a CPA. This is very helpful, because whenever I have a complicated tax question, I have free and unrestricted access to an experienced expert. So I did a little research, talked to my husband and together, we came up with a few crucial line items on your tax return that you’ll want to review before you just file it away. 

I’ll share with you how things like your marginal tax rate, tax deductions, and tax loss carryforward can help you uncover important investment and planning opportunities right under your nose, that can save you lots of money, and help you make smart and thoughtful decisions with your retirement. So this week, dig up your tax return from 2021, because I’m going to pick one item each day to review from your tax return, that can actually provide some value to you for investment and planning decisions you’ll make going forward. 

And while I am careful to not lead you astray, personal finance is not an exact science. There is no one-size-fits-all solution for everyone, so I encourage you to disregard anything I say that may not be helpful for you, and to consult your own financial, tax, and legal advisors regarding your own individual situation. 

That’s it for today. Thanks for listening! My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.

----------

>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Visit the podcast page: https://truenorthra.com/podcast/ 

----------

Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance