What if the most important tax decisions of the year are the ones you make right now – not in April? In this episode, Lynn Bridges breaks down why early‑year tax planning matters far more than most people realize. From RMD strategies in a rising market to the difference between tax filing and true tax planning, Lynn explains how reviewing income sources, rebalancing portfolios, and understanding new tax laws can shape your entire financial year. He also explores common misconceptions around Roth conversions and why personalized strategy – not one‑size‑fits‑all advice – is essential. If taxes make your palms sweat, this conversation brings clarity to a confusing topic.

Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037.

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