Tax Planning Isn’t Filing—It’s Futureproofing

Think DIY tax planning is smart? Think again. In this episode of Retirement Readiness with Brigette Engstrom, we dive into why going it alone on taxes could cost you more than you think. From the hidden pitfalls of TurboTax confidence to the ever-changing political and economic landscape, Brigette unpacks the top five reasons why a professional tax advisor isn’t just helpful—it’s essential. Learn how tax law is written in pencil, why the IRS is watching more closely than ever, and how a proactive tax strategy can protect your wealth and peace of mind. Plus, hear a powerful story about the real cost of waiting to claim Social Security. This episode is a must-listen for anyone serious about retirement planning.

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