Ep 74: Year-End Retirement and Tax Strategy Planning

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Show Notes

Are you prepared for year-end and tax strategy planning? This puts you in the best position possible before the end of the year to help maximize your retirement and minimize your overall tax burden.

We can walk you through spousal IRAs, Roth conversions, and how to save on taxes for required minimum distributions. We’re also sharing the No. 1 more overlooked tax advantage account.

Here’s a little of what you’ll learn in this episode:

  • How to maximize your retirement plans by using a mix of investments. [5:12]
  • If you’re 50 or older, how much extra you can contribute to your retirement accounts? [14:45]
  • Why spousal IRAs and spousal Roth contributions are often overlooked. [20:29]