Show notes
Most people get their tax return back, sign it, and move on.But your 2025 tax return is more than a summary of last year — it’s a roadmap for smarter tax planning going forward.In this episode, Tyler Emrick, CFA, CFP®, walks line-by-line through the key parts of your return and shows you exactly what to look for, including:Where interest income may be creating unnecessary tax dragHow dividends and capital gains impact your tax bill (and what to do about it)Why your Adjusted Gross Income (AGI) drives decisions like IRMAA, IRA eligibility, and Roth strategiesWhen it makes sense to itemize vs. take the standard deductionHow to use your taxable income to identify Roth conversion opportunities and manage tax bracketsWhether you’re approaching retirement or already there, this episode will help you turn your tax return into a planning tool — not just paperwork.If you have your return handy, follow along and see how these strategies apply to your situation.Have questions?Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.http://bit.ly/calltruewealth

