Tax Opportunities

Retirement brings a new phase of financial planning, and taxes remain an important part of the equation. Understanding tax opportunities can help retirees make the most of their income. This video breaks down strategies like Roth conversions, managing required minimum distributions (RMDs), and making tax-efficient withdrawals from different accounts. We'll also cover how charitable giving and timing your income can impact your tax bill. Whether you're already retired or planning ahead, these insights can help you navigate taxes with more confidence and keep more of what you've saved. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com.