In this edition of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the critical moves listeners should make before December 31 to reduce their tax burden and strengthen their retirement outlook. Jeff explains how strategic planning—whether it’s maxing out your 401(k), evaluating Roth conversions, navigating RMDs, or preparing for Medicare’s income-related surprises—can save thousands over time. With clear examples, real client stories, and practical guidance for every stage of life, this episode shows why proper tax planning isn’t just smart, it’s essential if you want to keep more of what you’ve earned.

Stop overpaying your taxes each year.  - Call Capital Advisory Group at 636-394-5524 today!


New tracks tagged #what happens if i miss an rmd?