April 15, 2025, is the tax filing deadline for most taxpayers. In a nationwide survey, three out of 10 Americans said they wait until the last minute to file their tax returns, and 50% rush to complete the filing process as quickly as possible. If you procrastinate, you might face an unexpected tax bill with little or no time to come up with the money. It may also be too late to act on opportunities to reduce your tax burden. In fact, taking a thoughtful approach to tax planning throughout the year could help you keep more of your earnings and improve your finances.

This content has been reviewed by FINRA.
Prepared by Broadridge Advisor Solutions. © 2025 Broadridge Financial Services, Inc.

Any information contained in this e-mail, including attachments, is intended for the exclusive use of the named individual or entity and may contain proprietary, confidential or privileged information. All information contained in this communication is not intended or construed as an offer, solicitation, or a recommendation to purchase any security. Advice, suggestions or views presented in this communication are not necessarily those of Money Concepts® nor do they warrant a complete or accurate statement. If you are not the intended party to this communication, please notify me via return e-mail and permanently delete/destroy any and all copies of this communication. Unintended recipients shall not review, reproduce, disseminate nor disclose any information contained in this communication. Money Concepts® reserves the right to monitor and retain all incoming and outgoing communications as permitted by applicable law. E-mail communications may contain viruses or other defects. Money Concepts® does not accept liability nor does it warrant that e-mail communications are virus or defect free. Thank you. All securities through Money Concepts Capital Corp. Member FINRA/ SIPC. Welch Financial Planning & Tax is an independent firm not affiliated with Money Concepts Capital Corp. Not NCUA insured. No credit union guarantee. May lose value.

4/8/25