On Your Money, Your Retirement, Your Life, host Drew Pelton reminds listeners that it’s never too late to plan wisely. Drew breaks down key year-end strategies like taking required minimum distributions, using charitable giving for tax benefits, considering Roth conversions carefully, and reviewing investments for smart tax harvesting. Get insights to protect your income, reduce taxes, and keep your retirement on track for the year ahead.

The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell  any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.