We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

How to Lower Taxes in Retirement Before the End of 2026

Radon and Murs share some of the most effective ways retirees can reduce taxes before the end of 2026. Drawing on insights from more than 150 tax strategy meetings at Peace of Mind Wealth Management, they highlight the retirement tax planning strategies that have provided the greatest benefits to clients. From charitable giving techniques to Roth conversion opportunities, this episode offers practical ideas to help retirees make informed decisions and potentially reduce their future tax burden.

How to Lower Taxes in Retirement Before the End of 2026

As we move through 2026, now is a good time to review strategies that may help reduce taxes over the course of retirement. While every situation is different, a few planning opportunities consistently come up in conversations with retirees: qualified charitable distributions, donor-advised funds, tax-loss harvesting, and Roth conversions.