Tax planning—and anything related to taxes, in general—isn't most people's favorite topic. But because we're getting toward the end of the year, it's actually a great time to think about tax planning and all of its benefits. In this episode of Retire with Ryan, I'll share 7 things you should think about that can (and will) help save you money in retirement.

You will want to hear this episode if you are interested in...

• [1:17] Check out my course: Retirement Readiness Review
• [2:14] Tip #1: Look at your Social Security taxes
• [3:57] Tip #2: Watch your income once you go on Medicare
• [6:37] Tip #3: Consider doing a Roth conversion
• [11:18] Tip #4: Take a close look at required minimum distributions
• [13:06] Tip #5: Think about capital gains and losses
• [14:09] Tip #6: Pay the correct taxes to the IRS
• [15:07] Tip #7: Look at your state's income tax breaks

Resources Mentioned

• Retirement Readiness Review
• Subscribe to the Retire with Ryan YouTube Channel
• Will Social Security Become Tax-Free?
• IRS Update For Inherited IRAs and Roth IRAs
• Low Tax Burden States

Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

Subscribe to Retire With Ryan