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.

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