The TCJA Has Been Extended

In this episode of Element Wealth Radio, Jeremy Nelson discusses the evolving landscape of tax planning for retirement, emphasizing the importance of proactive strategies such as Roth conversions and understanding the implications of Social Security and Medicare taxes. He highlights the significance of planning for future tax rates and introduces charitable remainder trusts as a tool for tax efficiency and legacy planning. The conversation also includes real-life scenarios that retirees may face, providing practical advice on navigating financial decisions in retirement.

Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

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