Blog Category:

Tax Planning

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Wisconsin Retirement Income Subtraction (2026): Who Qualifies + How to Avoid Missing It

If you’re retired—or about to retire—in Wisconsin, there’s a new tax rule that can save...
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them.

The 5 Biggest RMD Mistakes in Retirement

Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to...
Jeremy Keil examines how tax law changes might affect Roth conversion strategies for retirees in 2026.

Are Roth Conversions Dead in 2026?

Jeremy Keil examines how tax law changes might affect Roth conversion strategies for retirees in...
Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow for withdrawals at age 55.

You can RETIRE Early Without Penalty Before Age 59½ 

Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow...
Jeremy Keil breaks down the common timing mistake people make in retirement planning and explains how to create a more secure and accurate plan.

When is the Best Time to Get Ready for Retirement?

Jeremy Keil breaks down the common timing mistake people make in retirement planning and explains...
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025.

The Top 3 Tax-Smart Ways to Give to Charity in 2025

Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most...
Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement.

7 Year-End Money Moves Before December 31

Jeremy Keil explores 7 money moves you can consider before the new year to lower...
Jeremy Keil explains how to utilize Qualified Charitable Distributions (QCDs) to lower your taxes in retirement and maximize the impact of your giving.

Tax-Efficient Giving: Qualified Charitable Distributions (QCDs) 

Jeremy Keil explains how to utilize Qualified Charitable Distributions (QCDs) to lower your taxes in...
Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan.

Step 3 of Your Retirement Master Plan: How to Keep More of What You Earn

Learn how to keep more of your retirement income through tax planning in step 3...

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Retire Today is a retirement podcast focused on helping people within five years of retirement make confident decisions about income, taxes, Social Security, and long-term planning.

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