Tax season is upon us! Whether you’re preparing to prepare yours for tax year 2022 or setting yourself up for success in 2023, we’ve got you covered. Jason Speciner, CFP®, EA (short for Enrolled Agent), and Regina Neenan, CFP®, will be your guides. Here’s some of what you’ll hear in this episode …
- Why some Baby boomers might not have to prepare and file their taxes this year
- Tax planning strategies some high-earning Gen X-ers can use to save on taxes in 2022 and 2023
- How some self-employed Millennials can stash extra tax-advantaged cash in their retirement plans
- Whether to do your taxes yourself, especially if you’re a Gen-Z-er filing your own taxes for the first time
Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed!
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor.
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.
© 2023 Financial Planning Fort Collins