Episode 53 of Retirement Tax Matters ranks the year-end tax data-gathering steps for $2M to $8M retirees from easiest to hardest. Garrett Crawford, CFP® and Adam Reed break down how to collect Social Security, pension, brokerage dividend, Schedule E, and Roth conversion numbers to build an accurate fall income tax projection. Estimating your December 31st taxable income before year-end gives you the opportunity to make informed financial choices rather than waiting for spring tax filing when planning windows have closed.

We have developed a 5-step framework for what tax planning looks like for High-Net-Worth Retirees between $2M-$8M. It walks you through each season of the calendar year and how we implement tax-return driven financial planning for clients. Request a free resource using this link: https://www.retirementtaxmatters.com/checklist

00:00 Introduction & Year-End Tax Planning Checklist
01:24 Power Ranking Retirement Tax Numbers
03:00 Tier 1: The Easiest Numbers to Estimate (Social Security, IRAs & Pensions)
07:50 Tier 2: Medium Difficulty Estimates (Dividends, Interest & Itemized Deductions)
09:43 Tier 3: The Hardest Tax Levers (Schedule E, DAFs & Roth Conversions)
13:58 Managing Estimated Tax Payments to Avoid Tax Season Surprises
14:51 How to Explore Episode Topics & Wrap Up

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