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Before the Year Ends: Tax Moves Worth a Second Look
Could the final weeks of the year change the way you approach taxes throughout retirement? Sean Mason explores year-end tax planning opportunities, including Roth conversions, charitable giving, retirement account withdrawals, and strategies for making use of current tax brackets. He also explains why Roth conversions require careful consideration of income thresholds, Medicare IRMAA surcharges, deductions, and timing. Plus, learn why focusing only on this year’s tax bill may overlook the bigger picture of managing taxes across retirement.
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The skinny
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