Top Tax Moves to Make Near Retirement

Lots of tax law changes have been proposed, and while that uncertainty looms, making wise tax decisions now is even more important. However, there is no time in life where critical tax planning is more vital than when nearing retirement. What are the top tax moves to make as you near retirement? Our answers and more in this episode of The Wise Money Show.

Season 7 Episode 8

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.   Find more information about the Wise Money Show™ at www.wisemoneyshow.com  Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/  Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/qh7Y_JFkdlk  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.