End-of-Year Tax Deadlines for Retirees Including Navigating RMDs, Roth Conversions, and Charitable Giving

Retirement Roadmap

Is December 31st or April 15th the most critical tax deadline for retirees? This episode of Retirement Roadmap explores this provocative question, guiding you through important end-of-year tax strategies. We'll uncover the nuances of Required Minimum Distributions (RMDs) and how the Secure Act and Secure Act 2.0 have shifted the landscape, potentially impacting your tax bracket, Social Security, and Medicare premiums. By connecting tax strategies, Roth conversions, and legislative changes, we help you navigate the complex web of retirement planning.
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Capitole

1. End-of-Year Tax Deadlines for Retirees Including Navigating RMDs, Roth Conversions, and Charitable Giving (00:00:00)

2. Retiree Tax Strategies and Planning (00:00:06)

3. Tax Strategies and Roth Conversions (00:06:04)

4. Strategies for Charitable Giving in Retirement (00:17:03)