Plan With The Tax Man

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Marc Killian  00:00 Just a thoughtful episode this week here where we unpack our 2023 addition of key year in planning strategies for those nearing or embracing their retirement years. That's up on the docket this week on plan with the tax man for end of year planning for 2023. Look up in the sky. It's a bird. It's a plane.   Announcer 2  00:19 No, it's the tax man. He may not be a superhero. But Tony