”When’s the Best Date to Retire? Navigating IRS Changes, Financial Blueprints, and More

In this episode, Josh delves into the IRS's delay on 401k catch-up contributions and what it means for high earners. As retirement approaches, he outlines key steps, from health insurance to investment strategy shifts. The hot topic of paperless tax filing is debated, with a caller sharing firsthand concerns. Another listener poses a pressing question about the optimal time to take Social Security benefits. Then, Josh highlights the top 10 fastest-growing costs for older Americans.

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