Retirement Starts Today Radio

The end of the year is coming up right around the corner, and you know what that means: it’s time for end-of-the-year tax planning! However, this year’s tax planning may look a bit different with new tax legislation making its way down the congressional pipeline. Many wealthy individuals are nervous about what the current regime has in store for them. This is why when I saw the headline Tax Moves Advisors Should Be Making Before Year's End in Financial Advisor Magazine I knew I had to share it with my audience. If the news of the tax legislation has you worried, you won’t want to miss this episode.  Outline of This Episode [2:22] It’s time for year-end tax planning [8:53] Why you should donate to charity this year [12:44] How to offset future inherited income taxes [18:08] How a qualified charitable distribution could help with taxes Do you have tax-change proposal fatigue? Keeping up with all the changes in tax legislation over the past few years can be exhausting. It seems like once in a generation tax la