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End-of-Year Tax Deadlines for Retirees Including Navigating RMDs, Roth Conversions, and Charitable Giving
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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.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
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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)
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