This guide covers key tax strategies and smart financial moves to make before retirement so you can keep more of your money and avoid costly mistakes. Here’s what you’ll learn:
How to balance traditional and Roth retirement accounts to minimize taxes over your lifetime.
Ways to use a Health Savings Account (HSA) for powerful triple tax benefits.
How to manage your income sources to lower health insurance costs before Medicare.
The most tax-efficient ways to give to charity in retirement.
Why the order you withdraw from different accounts matters for your taxes and long-term financial health.
