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5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)

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Manage episode 429472487 series 1521440
内容由Taylor Schulte, CFP® and Taylor Schulte提供。所有播客内容(包括剧集、图形和播客描述)均由 Taylor Schulte, CFP® and Taylor Schulte 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers.

These forced withdrawals can be a burden for those who don't need (or want) the taxable income.

Since they are “required,” many assume that they don't have any control over their RMDs.

But that’s not necessarily the case.

In fact, one of the 5 strategies I'm sharing with you today allows you to delay unwanted (mandatory) distributions well past age 73 😳

Applying these strategies and gaining control of your RMDs can potentially help you:

➤ Lower lifetime taxes

➤ Reduce catastrophic risks

➤ Improve risk-adjusted investment returns

It doesn't matter if you're still working or already taking RMDs—if you want to optimize your long-term plan, you'll enjoy today's episode.

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter :)

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

207集单集

Artwork
icon分享
 
Manage episode 429472487 series 1521440
内容由Taylor Schulte, CFP® and Taylor Schulte提供。所有播客内容(包括剧集、图形和播客描述)均由 Taylor Schulte, CFP® and Taylor Schulte 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers.

These forced withdrawals can be a burden for those who don't need (or want) the taxable income.

Since they are “required,” many assume that they don't have any control over their RMDs.

But that’s not necessarily the case.

In fact, one of the 5 strategies I'm sharing with you today allows you to delay unwanted (mandatory) distributions well past age 73 😳

Applying these strategies and gaining control of your RMDs can potentially help you:

➤ Lower lifetime taxes

➤ Reduce catastrophic risks

➤ Improve risk-adjusted investment returns

It doesn't matter if you're still working or already taking RMDs—if you want to optimize your long-term plan, you'll enjoy today's episode.

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter :)

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

207集单集

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