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Filing your taxes checks a box, but it doesn’t tell you if you’re leaving opportunities on the table. Scott breaks down the difference between simply getting a return done and having a long-term tax plan. You’ll also hear why timing, coordination, and follow-through matter just as much as accuracy. It’s a practical reminder that smart tax decisions rarely happen at the last minute and without proper planning.
Here’s some of what we discuss in this episode:
🧾 Filing vs. Planning: Compliance versus long-term strategy
⚠️ Procrastination Risks: How delays create mistakes
📋 Filing Checklist: Key items people overlook
🔍 Return Review: Using last year to plan ahead
🔁 Advanced Strategies: Roth conversions and more
Resources:
Our website: https://retireairlines.com/
Phone: (419) 314-4139
Schedule an introductory call: http://callosborn.com/
Check us out on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ
