7 Year End Tax Moves for Pre-Retirees

IN THIS VIDEO:

It can be overwhelming to think about what you can do to minimize your tax burden. That’s why, in last week’s episode, we covered 7 year-end tax moves for retirees. This week, we’ll tackle what those nearing retirement need to dive into at the end of every calendar year. We all need to be mindful of how our decisions impact our tax burden and this is a great place to start!

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Can I Do a Roth Conversion Before Age 59 ½?

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7 Year-End Tax Moves For Retirees