In this episode of the Baird Retirement Management Show, hosts are joined again by Scott Bartosh, CFP®, and Greg Ashcroft, CFA®, CFP®, from the Ashcroft Pesek Bartosh Group to discuss the potential impact of the upcoming 2025 tax code sunset. With the Tax Cuts and Jobs Act set to expire at the end of 2025, Scott and Greg provide insight into what could happen if tax laws revert to the pre-2017 structure, and how retirees and those with large tax-deferred accounts can prepare. The discussion covers practical strategies to help retirees manage their tax liability, such as Roth conversions, optimizing asset location, and making the most of Qualified Charitable Distributions (QCDs). They also address concerns about potential changes to the estate tax exemption and why it may not affect most retirees. If you're wondering how potential changes to the tax code could impact your retirement planning, this episode provides valuable guidance from two seasoned financial professionals. Make sure to subscribe to the Baird Retirement Management Show for more expert advice on preparing for retirement.

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