What Retirees Need to Review Before Filing Taxes

Tax season can feel overwhelming for retirees—especially when missed details lead to costly surprises. In this episode of The Florida Retirement Podcast, Murrell Winter breaks down what retirees should focus on during tax season, from gathering the right forms to understanding required minimum distributions and estimated tax payments. The discussion covers how different income sources are reported, why long‑term tax planning matters beyond filing a return, and how healthcare costs, charitable giving, and deductions factor into the bigger picture. Murrell also explains why today’s tax environment deserves attention when shaping a retirement strategy and how preparation can reduce stress as tax deadlines approach. Ready to build your retirement plan? Click here to connect with Murrell and the team today! Follow us on social media: Facebook | InstagramSee omnystudio.com/listener for privacy information.