2025-05-31 Keep What’s Yours
from Keep What's Yours Hosted by Jeff Zufall
Tax season never ends when it comes to smart retirement planning – and "Keep What's Yours" with Josh Gilbert and senior tax strategist Jeff Zufall is your guide through the maze! Discover the critical tax moves you need to make NOW before it's too late, including how catch-up contributions at 49½ and the new "super catch-up" provisions for ages 60-63 can slash your current tax bill while supercharging your retirement savings. Jeff exposes the tax time bomb waiting for most retirees: how your diligent saving could actually push you into HIGHER tax brackets in retirement when Required Minimum Distributions kick in, potentially making 85% of your Social Security taxable. Learn why the pre-tax vs. Roth conversion strategy isn't just about today's tax bracket – it's about outsmarting the IRS decades down the road. With the tax code facing massive changes in 2026 and the IRS in complete chaos (losing a third of their workforce and billions in funding), you can't afford to wait for "someday" to optimize your tax strategy. From understanding why your paycheck might mysteriously increase (and why that's actually BAD news) to timing strategic Roth conversions during low-income years, this episode reveals the tax planning secrets that could save you tens of thousands in retirement. Don't let Uncle Sam keep more of what's yours – call Jeff at Capital Advisory Group at 636-394-5524 and turn tax planning into your retirement advantage!
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