Retirement Quick Tips with Ashley

Tax Time | Recap + Highlights - Ep. 126


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It’s Sunday, which means...It’s recap time!

The theme for this week was: Tax Time! CPAs don’t even like tax time (trust me, I’m married to one). Can you think of a more depressing way to spend the late winter months than doing your taxes?!

I’m talking taxes this week, because mid-February is when you’ll want to kick your tax planning and prep into high gear so you can file your taxes and move on with your life.

In case you missed any of this week’s episodes, here’s what we covered:

  • Why you should stop getting excited about your tax refund
  • How to get organized with your taxes and a free pdf checklist to help with your tax prep
  • A rundown of the Tax Cuts and Jobs Act, which is the biggest tax law change since the 1980s
  • How the new tax law has changed the rules for Roth Conversions
  • And...above the line tax deductions you can still take

If you missed any of these episodes, you can find them on iTunes by searching for the “One Minute Retirement Tip with Ashley”.

That’s it for this week! Thanks for listening.

Tomorrow, come on back, because we’re starting a brand new theme: Creating Your Strategic Plan for retirement. All well-run businesses have a strategic plan. A clear vision, mission, a plan for how they’re going to get where they want to go. If you’re serious about living a fulfilled retirement, I suggest you put a strategic plan in place for your retirement, and next week, I’ll show you how it’s done.

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Retirement Quick Tips with AshleyBy Ashley Micciche

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