Smart Moves Before Year-End: Tax Strategies for Retirees & Investors

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore essential year-end tax planning strategies that can help investors and retirees avoid penalties and optimize their financial outcomes. Whether you're managing your own portfolio or working with a financial advisor, this episode is packed with actionable insights to help you finish the year strong and prepare for what's ahead, including How to avoid IRS penalties through proper withholding and estimated payments -The hidden tax consequences of mutual fund capital gains -Strategic use of Required Minimum Distributions (RMDs) -The power of Qualified Charitable Distributions (QCDs) -Roth conversions and how they can reduce future tax burdens -Tax-loss harvesting and other overlooked opportunities -Temporary tax benefits under current legislation and why timing matters

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https://www.kiplinger.com/taxes/what-you-should-do-before-2026-because-of-obbba-changes

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