The Tax Preparer Referral Conversation For High-Net-Worth Retirees

Описание: For many high-net-worth retirees, the "do-it-yourself" mentality is a badge of honor that helped them build a $2 million to $8 million nest egg. However, as your financial life shifts from the accumulation phase to the distribution phase, the tools that got you here—like TurboTax or manual filing—might be the very things holding you back from true tax efficiency. In retirement, the goal isn't just to file a return; it’s to ensure you don't let the IRS become your biggest beneficiary.

In this episode, Adam Reed and Garrett Crawford, break down the practical realities of delegating your tax preparation. They explore the rising costs of professional services in 2026, the different "tiers" of tax help available, and why paying for expertise is often a great decision when it comes to tax return driven financial planning.

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Retirement planning can be a huge task. Do not tackle it alone. Join Garrett and Adam for weekly podcast episodes addressing relevant planning topics for high net worth retirees!

00:00 Intro
01:20 Mindset Shift
06:45 The Cost of Tax Prep
11:01 Spectrum of Price
15:55 What does more expensive tax prep get me?
18:00 Expectations are Key
24:12 Conclusion
25:02 Outro

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