10/22/2026
Before you close out 2026, here are five to-dos for anyone nearing retirement.
The income choices you make in the next two months can affect your taxes, and your Medicare premiums, for years. Medicare premiums are generally based on your tax return from two years earlier, so a large distribution or Roth conversion this year can show up in 2028.
Sometimes the best move is the simplest one. For one client, available cash could cover expenses that would otherwise be funded with taxable distributions. Tax planning isn’t always about finding another deduction.
Swipe through, then grab the full year-end checklist → https://bit.ly/4B7qrJX