09/09/2026
One week from today, we’re talking about smart year-end tax strategies for retirees.
As December 31 approaches, one question tends to become more urgent: “Is there anything I should be doing before the year ends?”
Next Wednesday, we’ll walk through several important areas to consider—including retirement withdrawals, RMDs, Roth conversions, charitable giving, and Medicare surcharges.
This complimentary session is offered at 10:00 AM and 2:00 PM, but seating is limited. Click below to reserve your seat. 👇
https://idealretirementsolutions.com/wealthwednesday/