• 7 Year-End Tax Moves For Retirees, #220

  • Sep 24 2024
  • Length: 18 mins
  • Podcast

7 Year-End Tax Moves For Retirees, #220

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  • Summary

  • Tax planning—and anything related to taxes, in general—isn’t most people’s favorite topic. But because we’re getting toward the end of the year, it’s actually a great time to think about tax planning and all of its benefits. In this episode of Retire with Ryan, I’ll share 7 things you should think about that can (and will) help save you money in retirement.

    You will want to hear this episode if you are interested in...
    • [1:17] Check out my course: Retirement Readiness Review
    • [2:14] Tip #1: Look at your Social Security taxes
    • [3:57] Tip #2: Watch your income once you go on Medicare
    • [6:37] Tip #3: Consider doing a Roth conversion
    • [11:18] Tip #4: Take a close look at required minimum distributions
    • [13:06] Tip #5: Think about capital gains and losses
    • [14:09] Tip #6: Pay the correct taxes to the IRS
    • [15:07] Tip #7: Look at your state’s income tax breaks
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Will Social Security Become Tax-Free?
    • IRS Update For Inherited IRAs and Roth IRAs
    • Low Tax Burden States
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



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