Tax planning is easier when you make decisions before the calendar forces your hand. Today, we walk through several mid-year tax planning strategies that may help retirees coordinate income, investments, and giving more intentionally throughout the year. The key is knowing which opportunities actually fit your situation instead of assuming every popular tax strategy belongs in your plan.

Here’s some of what we discuss in this episode:

🧾 Mid-Year Planning: Start before tax season

🔄 Roth Conversions: Evaluate future tax exposure

📆 Annual Strategy: Reassess conversions each year

📉 Tax Losses: Use downturns strategically

🎁 Charitable Giving: Coordinate gifts with taxes

📤 QCD Planning: RMDs can support giving

 

 

Resources 

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