Now that Tax Filing is Over

Taxes don’t end at filing—they’re just getting started. This episode breaks down how retirees and business owners can reduce what they owe, avoid costly mistakes, and better coordinate income across accounts. From Roth strategies to Social Security changes and tax-efficient planning, it’s all about seeing the full picture so nothing falls through the cracks.Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.