While US debt continues to climb with the Trump tax cuts scheduled to sunset at the end of 2025, what implications could this have on retirees? In this episode, Abe delves into crucial year-end financial checkups and tax planning strategies that those nearing retirement should consider. He highlights the importance of adjusting to new tax brackets and discusses Roth conversions.

Ready to discuss your tax situation? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!