Retirement.Radio’s Matt McClure talks with Mark Steber, Chief Tax Officer at Jackson Hewitt, about why tax planning should be a year-round priority—not just something to think about around Tax Day. Steber explains that there are still several months left in the year to make meaningful changes that can impact the 2025 tax return, emphasizing the importance of reviewing last year’s return, correcting any mistakes, and adjusting for life changes or new tax law updates. He also highlights some of the significant tax code changes coming in 2025, including a potential increase in the child tax credit and higher deductions for seniors—and much more.
--
Call the Noles Group at 205-602-5065
Visit: TheNolesGroup.com
---
About the Podcast:
This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog!
Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment
Check out our website: thenolesgroup.com
--
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Retirement.Radio’s Matt McClure sits down with Tom Kamber, Executive Director of Older Adults Technology Services (OATS) from AARP, to discuss how older Americans are...
Happy "America Saves Week!"Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America Key Takeaways from the Interview: Saving remains a priority—but...
Is your money ready to last as long as you will? This week, the Noles Group explores common retirement mistakes, why pensions are disappearing,...