Morning Mix


Mattson Financial: How to prepare taxes if you're retired

Posted at 10:24 AM, Feb 02, 2022
and last updated 2022-02-02 10:24:37-05

It's that time of year, those tax documents start showing up in the mail: the W-2's, the 1099's, and more. Most people simply file them in a shoebox and take it to the tax preparer before April 15. But what if there's more you could be doing to save yourself on taxes in the future.

Gary Mattson and Laurel Steward, the father-daughter team at Mattson Financial Services, discuss how people in or nearing retirement can get the most out of their tax refund in 2022.

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