Did you ever wonder the different ways you can do your tax return yourself or how best to find someone to do them for you?

Well, I'm about to explain in this the 14th episode of the Retirement Planning Education Podcast.

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes,

Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.

And now here's your host, Andy Panko.

Welcome, everyone, and happy St. Patrick's Day, where at least this is getting released on St.

Patrick's Day by the time you hear this, it may not be St. Patrick's Day. You can't see this, but I am sitting here in a green

leprechaun hat with a rainbow behind me and a little pot of gold. Just kidding. I am not. I just

appropriated leprechauns, which isn't cool. But no, it is St. Patrick's Day when this hits the podcast

world. And I want to talk about this week a follow-up from last week. So last week's episode,

episode 13, was all about the main forms you're likely to come across in a tax return for a retiree.

Today's episode is how to, it's kind of twofold. It's how to do

your tax return yourself or what are the options to do your tax return yourself and how to

find someone to do them for you, specifically a paid preparer. You can just have a family member help

that's completely fine, but a lot of you may be

interested in in hiring a paid repairer, and I'll walk through what to look for and what to watch

out for. There are some pitfalls. It's an amazingly, frighteningly low hurdle to become a paid tax

return preparer, unfortunately. Now, I realize I probably should have did this episode a little sooner.

Again, it's March 17th. When this is first coming out, there is just about a month left to do

your 2021 tax returns unless you file for an extension, but even then you have to get the extension

in by April 18th is the filing, the initial filing deadline this year. But I figure maybe some of you

haven't yet done them or you have a complicated return or you're procrastinate, whatever it may be.

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