Moves Every Retiree Should Make Before the Ball Drops

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Moves Every Retiree Should Make Before the Ball Drops

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As the year-end deadline approaches, we walk through key moves retirees should make now rather than waiting until December, including required minimum distributions and charitable giving strategies. We also explore how qualified charitable distributions can potentially reduce taxable income and affect Medicare premiums and Social Security taxation, along with when Roth conversions may make sense as part of a longer-term retirement and legacy strategy. The bottom line: don't let year-end deadlines sneak up on you—proactive planning can help avoid costly mistakes and make the most of your retirement strategy.

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