In this podcast episode, I’m sharing four (important!) retirement and tax planning updates for 2024.

I’m also sharing my freshly updated two-page tax cheatsheet. 😊

One listener recently wrote to me and said:

“This is the best two-page cheat sheet that I’ve seen! I do a lot of planning around taxes to avoid IRMAA, 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.

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How to Listen to Today’s Episode

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Episode Resources

• Stay Wealthy Roth Conversion Series:
  • Roth Conversions Part 1: What, How, and Why
  • Roth Conversions Part 2: A 5-Step Process to Determine if They Make Sense for You
• Social Security:
  • Social Security Tax Wage Base Increase
  • Social Security COLA History
  • Social Security Benefits Increase in 2024
  • 5 Big Changes to Social Security Benefits in 2024
• Secure Act 2.0:
  • A Detailed Breakdown of Secure Act 2.o
  • Secure Act 2.0 – Rethinking Retirement Savings
  • RMDs and the New Secure Act 2.0 Rules
• Tax Cuts and Jobs Act (TCJA) Expiring in 2026:
  • Roth Conversions At Today’s Low Tax Rates
  • The Great Tax Sunset – Are You Prepared?
  • How TCJA Affected Your Finances
• Other Resources:
  • Tax Changes in 2024
  • Alternative Minimum Tax Changes in 2024
  • Grab Your 2024 Tax Cheatsheet! (PDF)

Episode Transcript

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