Retire Happy Podcast: Season 2 – End-Of-Year Tax Planning (Ep.14)

Jeremy Finger
Jeremy Finger
Table of Contents

As we approach the end of the year, we head into crunch time for tax planning.

In this episode, Jeremy Finger, CFP®, shares some of the best methods to approach tax planning as well as some of the industry’s best kept secrets about taxes.

Jeremy discusses:

  • A tax-efficient approach to quantified charitable distributions
  • Navigating the retirement tax valley as a retiree
  • Keeping your beneficiaries in order throughout the financial planning process
  • 529 plans and the different ways it can be implemented
  • And more


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