8 Reasons to File Your 2021 Tax Return Early, Ep #232 - a podcast by Benjamin Brandt CFP®, RICP®

from 2022-02-21T09:00:49

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Tax season is here. This yearly duty is something that a good portion of citizens put off until the last minute, with some even requesting an extension to file later. However, today I have 8 reasons for you to consider filing your taxes early. Listen in to discover why you might want to bite the bullet and file your tax return early this year.

Outline of This Episode

[1:12] 8 reasons to file your 2021 tax return early
[4:18] Why you should try to get as small a refund as possible in retirement
[8:09] Should Marion invest 25% of her portfolio in a fixed annuity over 10 years?

This is a great list to encourage people to get started on their taxes. I’ve had my thoughts on tax planning for a while now that I’m cohosting the Retirement Tax Podcast with Steven Jarvis. Check it out if you are interested in tax planning strategies in retirement.

Resources & People Mentioned

The Retirement Tax podcast with Steven Jarvis and Benjamin Brandt
Retirement Tax Services from Steven Jarvis
8 reasons to file your 2021 tax return early by Kay Bell

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