• Get Tax Smart: Insights on Gold, Mistakes, and IRA Forms

  • Jul 31 2024
  • Length: 48 mins
  • Podcast

Get Tax Smart: Insights on Gold, Mistakes, and IRA Forms

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  • Summary

  • At Keen Wealth, "tax season" is never really over.

    Our checklist-driven, comprehensive planning process is constantly taking in new information about the folks we work with and changes to tax law. By staying ahead of tax issues, we believe we can help limit surprises when April does roll around, especially for retired seniors who are living on a fixed income.

    I'm glad to see that there are folks in our audience who are staying on top of their taxes throughout the year as well. On today's show, we answer listener tax questions about gold, correcting mistakes on your tax return, and a form you might have received in the mail a couple of months ago.

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