Retirement Quick Tips with Ashley

Analyze Your Tax Return Like A CPA | Recap


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It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast

This week the theme was: Analyze Your Tax Return Like A CPA

In case you missed any episodes, here’s what I covered in each episode this week:

  • Analyze Your Tax Return: Marginal Tax Rates
  • Analyze Your Tax Return: Capital Gains & Losses
  • Analyze Your Tax Return: Tax Deductions
  • Analyze Your Tax Return: Tax Loss Carryforward
  • Analyze Your Tax Return: Charitable Giving

The most important takeaway from this week is: Don’t just file away your tax return, never to look at it again. There are hidden opportunities in your tax return that can help you make smarter and better decisions with your investments and retirement. 

Tomorrow, come on back because we’re starting a brand new theme: How To Earn More On Your Cash.

Interest rates are heading higher, which means rates are also going higher on the money market and cash-like alternatives to park your funds that can earn you more in interest than your checking account can offer. 

So next week, I’ll share with you some of the best places to invest your cash to maximize your returns without tying up your money for too long or sacrificing access to your funds when you need it. 

Thank you so much for listening this week! If this podcast is valuable for you, please share the show with a friend, a neighbor, your brother, or co-worker who is getting close to retirement. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to someone you know who is eyeing retirement. 

Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

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

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Retirement Quick Tips with AshleyBy Ashley Micciche

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