4 Retirement and Tax Planning Updates for 2024
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
Today I'm sharing 4 (important!) retirement and tax planning updates for 2024.
I'm also sharing my freshly updated two-page tax cheatsheet 😊
One listener recently said:
"This is the best two-page cheat sheet that I've seen! I do a lot of planning around taxes, IRMAA's, etc., and it is very helpful."
If you're wrapping up your year-end planning + starting to think about 2024 and beyond, you'll enjoy today's episode.
RETIREMENT & TAX PLANNING RESOURCES:
‣ Grab Your 2024 Tax Cheatsheet
‣ Join the Stay Wealthy Newsletter (My Top 5 Year-End Checklists Going to Subscribers ONLY Next Week!)
EPISODE RESOURCES: