Justin Waring

Justin Waring, Head of UBS Wealth Way Strategy and Solutions, dives into year-end planning strategies for retirement and tax savings. He discusses key changes coming in 2025, including the One Big Beautiful Bill Act. Justin introduces concepts like tax diversification and the Savings Waterfall, and shares tips on loss harvesting and charitable distributions. He emphasizes the importance of charitable bunching before 2026 rule changes and highlights practical steps to avoid pitfalls in financial planning. This conversation is packed with actionable insights for every stage of retirement!