The financial moves you make before year-end could shape your retirement long after the calendar turns. On this episode, David Gagnon discusses year-end tax planning, Roth conversions, and why tax preparation and proactive tax strategy are very different. He also explores how Social Security claiming decisions can affect lifetime and survivor benefits, plus why portfolio rebalancing should be driven by your retirement plan rather than market headlines. It’s a look at coordinating taxes, income, Social Security, and investments as retirement approaches.

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The financial moves you make before year-end could shape your retirement long after the calendar turns. On this episode, David Gagnon discusses year-end tax planning, Roth conversions, and why tax preparation and proactive tax strategy are very different. He also explores how Social Security claiming decisions can affect lifetime and survivor benefits, plus why portfolio rebalancing should be driven by your retirement plan rather than market headlines. It&rsquo;s a look at coordinating taxes, income, Social Security, and investments as retirement approaches.
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Need a hand in making your best retirement possible? Join David Gagnon on the Mastering Your Wealth podcast! From taxes to long-term care, Social Security maximization, retirement income planning, and more, David’s show is designed to help educate the community on the important steps for preparing for retirement. David’s goal is to answer your pressing retirement questions and boost your confidence going into retirement.

Need a hand in making your best retirement possible? Join David Gagnon on the Mastering Your Wealth podcast! From taxes to long-term care, Social Security maximization, retirement income planning, and more, David’s show is designed to help educate the community on the important steps for preparing for retirement. David’s goal is to answer your pressing retirement questions and boost your confidence going into retirement.