Reviewing Your 2021 Tax Return

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Join Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They conveniently break the information down for those who are working and those who are retired. So, this information applies to everyone with a tax return.

As a tip, it might be helpful to have your tax return in front of you as you listen to this episode.

The following charts will help you follow along. While Shotwell Rutter Baer financial planners are not accountants and tax professionals, they can help with questions regarding investing and financial planning.

Call us at 517-321-4832 for financial and retirement investing advice.

AS SOMEONE WHO IS WORKING, WHAT ISSUES SHOULD I CONSIDER WHEN REVIEWING MY 2021 TAX RETURN?

About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.