Year-End Tax Moves for Retirees With Andrew Whalen | Webinar Registration

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Year-End Tax Moves for Retirees With Andrew Whalen

About this webinar
Several of the highest-impact tax moves available to retirees close on December 31. Andrew walks through the year-end checklist: Roth conversions, RMDs, tax-loss harvesting, charitable gifts, and the deadlines you can't afford to miss.
What you'll learn
Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
Roth conversion windows and how to size them before year-end
Tax-loss harvesting in taxable accounts
Last-call RMDs and QCDs
HSA, retirement plan, and charitable contribution deadlines
Setting up January: estimated taxes, IRMAA appeals, and 2027 prep
      <div style="text-align: center; margin: 0.5em; text-decoration: none; "> <a style="color: #000; font-size: 13px;" href="https://whalenfinancial.ewebinar.com/webinar/year-end-tax-moves-for-retirees-with-andrew-whalen-24328">Register now</a> </div>  

Your Presenter

Andrew Whalen

CEO

Whalen Financial

Andrew Whalen
CEO
Whalen Financial