The TCJA
from SoundPath Through Retirement Hosted by Benjamin Koval & Matt Lybarger
In this episode, the hosts discuss the implications of the Tax Cuts and Jobs Act (TCJA) extension on retirement tax planning. They emphasize the importance of proactive tax strategies for pre-retirees, including Roth conversions and understanding Medicare surcharges. The conversation also covers charitable remainder trusts as a means to reduce taxes while leaving a legacy. Finally, the hosts address listener questions about retirement planning, including the impact of part-time work on Social Security benefits and the financial considerations of downsizing or traveling in retirement. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/
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