Tag Archives: Roth Conversions

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98. Year-End Planning Recommendations for Retirees



If you still haven’t started your year-end planning yet, now is the time to start. Planning will help you keep more money in your pocket and less in the government’s pocket.

In this episode, Larry Heller shares year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities.

Larry discusses: 

  • Why retirees need to take their acquired minimum distributions
  • Ways you can save money from taxes 
  • Roth conversion and cash flow planning strategies 
  • Charitable contribution planning strategies 
  • And more

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