Top 10 Tax-Saving Tips for Retirees

Are you paying more in taxes than you actually owe? Host Mark Falter shares his top 10 tax-saving tips for retirees and explains how annual tax reviews can uncover useful next steps. This episode covers tax-loss harvesting, understanding tax brackets, managing capital gains timing and charitable giving strategies. Mark also discusses using HSAs and FSAs effectively, choosing the right business entity and aligning asset allocation with your tax picture. The tax choices you make today can shape the savings you keep tomorrow.