MAXIMIZE Your Retirement Income with Avoiding Taxes On Your RMDs!
Автор: Retire Smart Austin
Загружено: 2025-01-05
Просмотров: 484
Not know what to do with your RMDs? In this episode, Phil Capriotti Sr. will tell you everything you can do to avoid having to pay taxes on these.
We are Empower Wealth. Join us as we explore a wide range of topics, including:
⬖ Retirement planning
⬖ Tax optimization
⬖ Investment strategies
⬖ Wealth management
⬖ Much more!
Our team of experienced financial advisors and fiduciaries will break down complex concepts into easy-to-understand insights, helping you navigate the intricacies of retirement planning with confidence and clarity.
Please contact us to setup a consultation:
⬖ https://empoweringretirement.com/cont...
We also offer informative workshops:
⬖ https://empoweringretirement.com//events
Timestamps:
0:00 Intro
3:17 The Difference Between Private Wealth Management and Portfolio Management
6:07 Big Box Firms Don’t Make RMD Reports
13:43 Social Security Was Originally Designed To Be Tax Free?
22:34 Simplifying Required Minimum Distributions (RMDs)
25:57 1 Out of 4 of Our Clients Don’t Deal With RMDs
#financialplanning #money #retirement
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