Sam, Andi, and Luke talk about what we need to consider strategically as the year draws to a close.  Most of the bullet points are about good tax moves.  They also look at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test.  Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies