Racing to Retirement - Retirement Income Planning Workbook
Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.
This workbook covers:
Visualizing your retirement by uncovering your goals and dreams for your retirement life.
Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline
In this episode of Protect Your Assets, David Hollander breaks down practical year-end tax planning strategies for 2025 in light of the new Big, Beautiful Bill and today’s market volatility. Learn how to use tools like 401(k) contributions, backdoor Roth IRAs, HSAs, capital gains harvesting, and portfolio rebalancing to make your money work harder before December 31.Â
David also explains how retirees and pre-retirees can approach RMDs and qualified charitable distributions (QCDs), navigate changing healthcare costs, and think through AI-heavy tech exposure in their portfolios. If you’ve been wondering what to do before April 15 to potentially reduce your future tax bill and feel more in control of your retirement income plan, this episode offers clear, actionable guidance you can discuss with your financial and tax professionals.Â
You can send your questions to questions@pyaradio.com for a chance to be answered on air. Â
