Jay Kirkwood discusses the importance of year-end financial planning, particularly in relation to tax strategies and required minimum distributions (RMDs). He emphasizes the need for proactive tax management and the benefits of consulting with a financial advisor to navigate these complexities effectively. The conversation highlights key strategies such as Roth conversions and tax loss harvesting, and underscores the significance of having a comprehensive retirement plan that includes a tax strategy.

To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.clearskiesretirement.com

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