What if overlooking a few tax details could quietly cost you more in retirement? In this episode, certified financial planner, Adam Wolf walks through a practical tax‑season checklist designed specifically for retirees and those nearing retirement. He’ll discuss why tax planning goes beyond April deadlines, how required minimum distributions fit into the bigger picture, and what recent tax law changes mean for retirees this year. The conversation also highlights common items people forget, why proactive planning matters over the long term, and how having a coordinated tax and retirement strategy can reduce unnecessary surprises.

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

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