In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a comprehensive year-end tax checklist designed specifically for those in or nearing retirement. As the calendar winds down, it’s easy to overlook critical financial decisions that can significantly impact your retirement income tax and long-term retirement planning. This conversation walks through the most important year-end financial checklist items to help you avoid costly mistakes, missed deadlines, and unnecessary taxes as you plan for retirement.

Learn how a proactive retirement checklist can help you move from simply reacting at tax time to intentionally planning retirement with confidence. From required minimum distributions and the RMD deadline to charitable giving strategies and health savings account strategy, this episode reinforces why year-end planning is essential for retiring comfortably and helping to secure your retirement.

Listen in to learn about the practical steps you should take before December 31st to align your retirement planning with tax efficiency. Radon and Murs break down complex topics like capital gains tax planning, tax loss harvesting, and donor advised fund strategies into clear, actionable guidance. Whether you’re already retired or still planning retirement, this episode helps you connect year-end decisions to long-term retirement success.

1. How to avoid penalties by meeting the RMD deadline and properly handling required minimum distributions
2. Why tax loss harvesting and capital gains tax planning can play a major role in retirement income tax management
3. How charitable giving strategies, like a qualified charitable distribution and a donor advised fund can create powerful tax benefits
4. Why a health savings account strategy is one of the most overlooked tools in retirement planning
5. How a year-end financial checklist supports a smarter plan for retirement and long-term peace of mind

1. “If you wait until the end of the year to think about taxes, you’re already behind—retirement planning works best when it’s proactive.” — Radon Stancil
2. “A simple year-end tax checklist can be the difference between unnecessary penalties and retiring comfortably with confidence.” — Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.