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4 Retirement and Tax Planning Updates for 2024

4 Retirement and Tax Planning Updates for 2024

FromStay Wealthy Retirement Podcast


4 Retirement and Tax Planning Updates for 2024

FromStay Wealthy Retirement Podcast

ratings:
Length:
20 minutes
Released:
Dec 21, 2023
Format:
Podcast episode

Description

Today I’m sharing 4 (important!) retirement and tax planning updates for 2024. I'm also sharing my freshly updated two-page tax cheatsheet ? One listener recently said: "This is the best two-page cheat sheet that I've seen! I do a lot of planning around taxes, IRMAA's, etc., and it is very helpful."  If you’re wrapping up your year-end planning + starting to think about 2024 and beyond, you’ll enjoy today’s episode. RETIREMENT & TAX PLANNING RESOURCES: ‣ Grab Your 2024 Tax Cheatsheet ‣ Join the Stay Wealthy Newsletter (My Top 5 Year-End Checklists Going to Subscribers ONLY Next Week!) EPISODE RESOURCES: ✏️  Grab the Episode Show Notes ?  Get Your FREE Retirement & Tax Analysis
Released:
Dec 21, 2023
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.