Retirement.Radio’s Matt McClure talks with Mark Steber, Chief Tax Officer at Jackson Hewitt, about why tax planning should be a year-round priority—not just something to think about around Tax Day. Steber explains that there are still several months left in the year to make meaningful changes that can impact the 2025 tax return, emphasizing the importance of reviewing last year’s return, correcting any mistakes, and adjusting for life changes or new tax law updates. He also highlights some of the significant tax code changes coming in 2025, including a potential increase in the child tax credit and higher deductions for seniors—and much more.
 
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About the Hosts:Bradley serves as an Investment Advisor Representative and Registered Social Security Analyst. Madison is a licensed life and health insurance agent and also a Registered Social Security Analyst.
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Chapters
(00:00:00) - Tax Tips for 2019(00:01:43) - The 2025 Tax Code Change(00:08:02) - How to File Your Tax Return(00:09:18) - Jackson Hewitt CEO on Tax Cuts

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