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:

‣ Join the Stay Wealthy Newsletter (My Top 5 Year-End Checklists Going to Subscribers ONLY Next Week!)

EPISODE RESOURCES:

4 Retirement and Tax Planning Updates for 2024