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Smart Moves Before Year-End: Tax Strategies for Retirees & Investors
Smart Moves Before Year-End: Tax Strategies for Retirees & Investors
In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore essential year-end tax planning strategies that can help investors and retirees avoid penalties and optimize their financial outcomes. Whether you're managing your own portfolio or working with a financial advisor, this episode is packed with actionable insights to help you finish the year strong and prepare for what's ahead, including How to avoid IRS penalties through proper withholding and estimated payments -The hidden tax…
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