In this episode, the hosts discuss the implications of the Tax Cuts and Jobs Act (TCJA) extension on retirement tax planning. They emphasize the importance of proactive tax strategies for pre-retirees, including Roth conversions and understanding Medicare surcharges. The conversation also covers charitable remainder trusts as a means to reduce taxes while leaving a legacy. Finally, the hosts address listener questions about retirement planning, including the impact of part-time work on Social Security benefits and the financial considerations of downsizing or traveling in retirement.

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/