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Maximizing Your Retirement: Options for RMDs and Tax Strategies
Manage episode 407500492 series 3561331
Innhold levert av Impact Partnership and Frankie Guida. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Frankie Guida eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
It’s time to start taking your RMDs (Required Minimum Distributions) but you don’t need the money…In this episode, Frank and Frankie Guida explore the strategies you may be able to utilize.
Charitable giving through QCDs (Qualified Charitable Distributions), Roth conversions, or using the funds for long term care may all be options within your plan.
Additionally, Frank and Frankie stress the significance of optimizing your entire financial plan, including lowering risk, reducing costs, and planning for taxes all to help enhance your retirement experience.
Connect with the team at A Better Way Financial.com to learn more about these strategies.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
See omnystudio.com/listener for privacy information.
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