Ready, Set, Retire!The retirement decisions you make today can shape your taxes, income, and flexibility for years to come. Steve Anzuoni explores year-end Roth conversions, the factors that can influence when to claim Social Security, and how Medicare costs can complicate tax planning. He also discusses building a retirement strategy around consistent saving, dependable income, appropriate risk, and unexpected expenses, including long-term care. It’s a practical look at coordinating the moving pieces of retirement instead of making each decision in isolation.
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