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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!

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&rsquo;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&nbsp;<a href="https://www.kotaradio.com/">KOTA</a>.
Ready to build your retirement plan? Visit <a href="https://brooksfg.com/">https://brooksfg.com/</a> to connect with Brooks and his team today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.

The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.
The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!