Host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professionals Mycha Marshall and Roger Young for a 360° look at tax planning before and during retirement. Learn how to optimize withdrawals across different account types, tackle the Social Security “tax torpedo,” time Roth conversions, and manage RMDs. Plus, explore advanced strategies like Qualified Charitable Distributions and tax-loss harvesting, and walk away with practical steps to help minimize lifetime taxes and extend your portfolio.