Retirement Planning Education, with Andy Panko

#168 - Helpful tools and interesting information from the recent IRS Tax Forum

Andy summarizes some helpful IRS tools and interesting IRS and tax return-related information after his recent attendance at the annual IRS Tax Forum/conference

Links in this episode:

  • IRS Taxpayer Online Account - here
  • ID.me - here
  • IRS IP PINs - here
  • IRS Document Upload Tool - here
  • IRS Interactive Tax Assistant - here
  • Tenon Financial monthly e-newsletter - Retirement Planning Insights
  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Retirement Planning Education website - www.RetirementPlanningEducation.com

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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