cover of episode 4 Retirement and Tax Planning Updates for 2024

4 Retirement and Tax Planning Updates for 2024

2023/12/21
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Chapters

The episode introduces four important retirement and tax planning updates for 2024, including changes in social security benefits, tax caps, and retirement account rules.

Shownotes Transcript

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:

✏️  Grab the Episode Show Notes)

📊  Get Your FREE Retirement & Tax Analysis)