
How to Avoid a Big Tax Bill in Retirement
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About this listen
Avoid These Tax Mistakes Before Retirement: Smart Financial Moves
Planning to retire in the next few years? Discover the most common tax mistakes made before retirement and learn actionable steps to minimize your tax bill. In this episode, we'll discuss the importance of income planning, strategic Roth conversions, and managing Medicare premiums. Ensure a smoother transition into retirement with these essential tips.
Disclaimer:
Pascack Capital LLC (“PC”) is a registered investment advisor offering advisory services in the State of New Jersey, Virginia, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Pascack Capital LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon for purposes of transacting in securities or other investment vehicles.
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All opinions and estimates constitute PC’s judgement as of the date of this communication and are subject to change without notice. PC does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall PC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if PC or a PC authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.