Taxes in Retirement: What You Do Before Year-End Matters

Tax planning happens before tax filing, and some decisions may be harder to revisit once the calendar year closes. In this webinar, Jackson Weeks of Wood Financial Group will walk through key year-end considerations for those still working, nearing retirement or already retired, including Roth conversions, retirement withdrawals, RMDs, charitable giving, investment gains and losses, and Medicare-related costs.

You’ll also learn why one financial decision can affect more than just your tax bill, and how taxes, Medicare, Social Security, investments and future retirement income can overlap. We’ll finish with a practical year-end action plan to help you identify which areas may deserve a closer look before December 31.