In this episode of Mile High Money, Adam Moeller discusses the implications of the Tax Cuts and Jobs Act (TCJA) remaining in effect beyond its expected sunset in 2026. He emphasizes the importance of proactive retirement tax planning, particularly through strategies like Roth conversions and understanding Medicare surcharges. Adam shares insights on how retirement brings new income sources and tax traps, urging listeners to think about their future tax realities rather than just their current tax returns. He highlights the necessity of having a comprehensive financial plan that considers tax implications, income strategies, and long-term care planning, especially as individuals approach retirement age.

Reach out to Adam at 800-467-0737 or https://myajmfinancial.com