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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 35: Top Tax Tips You Need to Know for 2021

Ep 35: Top Tax Tips You Need to Know for 2021

Feb 25, 2021

A lot of people are talking about taxes this time of year, so we're going to help you out and give you some 2021 tax tips. We’ll look back at some big events that happened over the last year, how they might impact your taxes, and how you can prepare for that.

 

Read more and get additional financial resources: https://www.truefinancialpartners.com/ep-35-top-tax-tips-you-need-to-know/ 

 

What we discuss on this episode: 

3:35 – Stimulus payments

6:01 – Tax brackets

7:59 – Extra charity

10:05 – Required minimum distribution

14:44 – Home office

16:30 – File taxes online or use CPA?

19:45 – File early or wait?

20:52 – Big picture