Tax season has a way of sneaking up—and for retirees, small missteps can have lasting consequences. In this episode of the Sage Investor Podcast, host Larry Kiser breaks down why tax preparation and tax planning are not the same thing, and why waiting until April can limit your options. Larry shares real‑world stories, common mistakes retirees make, and how coordination between a financial planner and a CPA can change outcomes over time. The conversation highlights forward‑thinking strategies, the importance of communication, and why value—not just cost—matters when building a tax‑aware retirement approach.

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