How to use your 2025 tax return to plan for 2026

About this episode

Matt discusses how to leverage your 2025 tax return for better planning in 2026.

There is very little you can do to at this point in March 2026 to manage your 2025 taxes. Pull all of your paperwork together, and file your return; it's all procedural and backward looking. However, there is a lot you can learn from your 2025 return. In today's episode, Matt talks about some of the key things to look at once you file your 2025 taxes, and some of the tools at your disposal to make tax season less painful in the future. From paycheck tax withholding, to estim...

People in this episode

Host: Matt Schroeder

Topics covered

• tax planning
• tax return
• financial management
• withholding
• future planning

Keywords

• 2025 tax return
• tax planning
• financial tools
• withholding
• tax season

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