In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the implications of the Tax Cuts and Jobs Act, which was initially set to expire in 2026 but has now been extended. They emphasize the importance of proactive tax planning for pre-retirees, highlighting strategies such as Roth conversions and tax diversification to minimize future tax liabilities. The conversation also covers the potential tax surprises retirees may face, including the taxation of Social Security benefits and Medicare surcharges, urging listeners to be aware of how their income can impact their overall tax situation.

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Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,