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Essential Year-End Tax Strategies for Retirees, and Client Circle Guest Char
Episode 202
Published 1 month, 2 weeks ago
Description
In this conversation, host Steve Shyman discusses essential strategies for retirement planning, focusing on year-end tax strategies that can significantly impact retirees and pre-retirees. The discussion emphasizes the importance of making timely financial moves to enhance retirement savings and reduce tax liabilities. Key topics include required minimum distributions (RMDs), gifting strategies, and often-overlooked deductions that can lead to substantial savings.
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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
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