The Retirement Tax Podcast

What to do when something goes wrong on taxes, ep.44


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Of course we all work to do everything right the first time, but life happens! When it comes to taxes, having something go wrong can feel daunting if not down right scary. In this episode Steven and Ben talk about some of the common mistakes that can come up on tax returns and what to do if you happen to make a mistake. Sometimes the best intentions aren't enough so it's important to know what steps to take when this situation arises for you. Stay tuned to the end as Ben and Steven answer listener questions focused on the difference between leaving money in an employer sponsored retirement plan as opposed to  rolling everything into an IRA.

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The Retirement Tax PodcastBy Steven Jarvis and Benjamin Brandt

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