Pre-Retirement Planning and Avoiding Gotcha Taxes

July 11, 2022 – What are the most important steps to take before you retire and, especially, in order to avoid surprise taxes from your income sources? That's the main topic of today's Lifetime Planning podcast with certified financial planners Jim Puplava and Aaron Wiegman. Topics discussed: qualified charitable donations and trusts, fines associated with inherited IRAs, ROTH conversions, estate planning and estate planning vehicles, and key retirement dates.

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