Relax, It’s Retirement Podcast

Taxes, Timing, and the End of the Year: What You Can Still Control (Ep. 101)

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The end of the year can bring financial stress, but it’s also a valuable time to take control of your retirement strategy.

In this episode of Relax, It’s Retirement, Josh Leonard walks through year-end tax planning steps that can make a real difference for retirees. From RMDs and charitable giving to Roth conversions and managing Medicare costs, Josh highlights how intentional planning today can lead to more confidence tomorrow.

Josh shares:

  • Why year-end tax planning matters and how deadlines impact your financial picture
  • How to use Qualified Charitable Distributions (QCDs) to meet RMD requirements while supporting meaningful causes
  • What to do if you face the “good saver tax problem” and want to pass wealth efficiently to the next generation
  • How Roth conversions and new senior deductions can help balance taxes in retirement
  • Why managing IRMAA limits can prevent unexpected Medicare cost increases
  • And more!

    • Resources:

    • Schedule a meeting with the team
    • Attend One of Our Educational Events

      • Connect with Josh Leonard: 

      • [email protected]
      • LinkedIn: Josh Leonard
      • Leonard Advisory Group
      • 412-998-PLAN
      • YouTube: Leonard Advisory Group
      • Facebook: Leonard Advisory Group
        • ...more
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        Relax, It’s Retirement PodcastBy Josh Leonard
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