Tax season has a way of turning small oversights into stressful surprises. In this episode, Edgar Torres breaks down a practical tax‑season checklist designed specifically for retirees and pre‑retirees. From gathering the right 1099s to understanding how Social Security, RMDs, healthcare costs, and charitable giving can affect your tax return, Edgar walks through the areas that often get missed in April. The conversation also highlights the difference between tax filing and year‑round tax planning, and why coordination matters as income sources become more complex in retirement. A timely discussion for anyone looking to approach tax season with more clarity and fewer unknowns.

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