067: Roth Moves, RMDs and Holiday Deadlines Made Simple

This week, Josh Bretl and Mark Elliott break down the end of year planning moves every retiree should know.They explain how Roth conversions, RMDs, capital gains planning, and charitable giving all work on different timelines and how a quick mock tax return can reveal smart opportunities before December 31.Josh also talks about the emotional side of retirement and the natural shift from the go go years to the slow go and no go years.From real stories to practical tax tips, this episode helps you understand what to prioritize now so you can stay confident and prepared for the road ahead.📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15 minute call with an FSR advisor.