EPISODE · Aug 29, 2025 · 12 MIN

Tax Planning for Retirees

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Anthony Leonardi, CFP®, reveals tax planning for retirees:Roth conversions, OBBBA’s $6,000 deduction, and MoneyGuidePro’s dynamic approach. Dow surged 850 points; markets mixed. Book a free assessment atLeonardiFamilyWealthcare.com/?utm_source=podcast&utm_medium=applepodcasts.Subscribe for weekly retirement insights! Next: great wealth transfer, September 5.

Episode metadata supplied by the publisher feed · Published Aug 29, 2025

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Tax Planning for Retirees

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This episode was published on August 29, 2025.

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