Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings

deepdive.

deepdive.
Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings
Nov 14, 2024 Season 1 Episode 9
CountingWorks PRO Marketing Team

Discover smart tax strategies for Baby Boomers to maximize retirement savings. Learn how to manage RMDs, leverage QCDs, time Social Security, and more. Contact us for personalized guidance!