Taxes, Timing, and the End of the Year: What You Can Still Control (Ep. 101)
The end of the year can bring financial stress, but it’s also a valuable time to take control of your retirement strategy.
In this episode of Relax, It’s Retirement, Josh Leonard walks through year-end tax planning steps that can make a real difference for retirees. From RMDs and charitable giving to Roth conversions and managing Medicare costs, Josh highlights how intentional planning today can lead to more confidence tomorrow.
Josh shares:
- Why year-end tax planning matters and how deadlines impact your financial picture
- How to use Qualified Charitable Distributions (QCDs) to meet RMD requirements while supporting meaningful causes
- What to do if you face the “good saver tax problem” and want to pass wealth efficiently to the next generation
- How Roth conversions and new senior deductions can help balance taxes in retirement
- Why managing IRMAA limits can prevent unexpected Medicare cost increases
- And more!
Resources:
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
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