Retirement Isn't Rocket Science

Don’t Make These Mistakes on Your Tax Return

Dr. Chris Mullis, PhD, CFP® Episode 11

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0:00 | 29:34

Are you accidentally leaving a $5,000 "tip" for the IRS because of a simple data entry error? Even if you hire a top-tier CPA, half of all retirement tax returns contain deficiencies that could be costing you a fortune in double taxation and missed credits. Join Dr. Chris Mullis as he reveals his professional pre-flight checklist to ensure you keep every bit of the nest egg you worked so hard to build.
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Image Credit: NASA, ESA, Bruce Balick (UWashington)