Could paying some taxes today help you avoid a bigger tax headache in retirement? Brooks Bernhagen explores year-end tax planning, including Roth conversions, charitable giving, and new deductions. He explains why the goal isn’t simply converting the most money possible, but finding the right amount at the right time. Plus, learn how tax brackets, required minimum distributions, Medicare surcharges, and long-term tax mapping can all factor into a retirement tax strategy.

Listen to Brooks every Saturday at 7 a.m. on KOTA.

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!