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Mattson Financial: Biggest Tax Surprises

Posted at 11:43 AM, Apr 13, 2022

Most people file taxes every year with the hope that they're going to get a big refund, but some taxpayers are surprised to learn that they all actually owe Uncle Sam some money.

No one wants to hear that news, but there are also other tax surprises that catch retirees off guard. Taylor and Laurel Steward, part of the family at Mattson Financial Services, discuss what unexpected expenses that come up during retirement and how to prepare for them.

To learn more about putting yourself in a position to retire wealthier, Mattson Financial has a great offer. For the first five callers that have saved $250,000 or more who are retired or nearing retirement, Mattson Financial is offering a complimentary full-blown retirement plan. They'll sit down with you and provide a roadmap analyzing where you are financially, discuss where you want to be during retirement, and the steps you can take to get there.

Call (616)-514-3831 to take advantage of this offer. Or learn more by visiting mattsonfinancial.com.