
Sign up to save your podcasts
Or


In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the complexities of Required Minimum Distributions (RMDs) for retirement accounts like traditional IRAs and 401(k)s. They discuss the timing, calculation, and strategies for managing RMDs to avoid surprise tax bills and unnecessary withdrawals. The discussion includes real-life client scenarios and emphasizes the importance of strategic planning, early Roth conversions, and qualified charitable distributions. The goal is to prepare listeners approaching retirement to manage RMDs efficiently and minimize tax impacts.
http://retirewithmartin.com/ <- Learn about working with us
www.planwellretirehappy.com
By Jim Martin & Casey Bibb4.7
3535 ratings
In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the complexities of Required Minimum Distributions (RMDs) for retirement accounts like traditional IRAs and 401(k)s. They discuss the timing, calculation, and strategies for managing RMDs to avoid surprise tax bills and unnecessary withdrawals. The discussion includes real-life client scenarios and emphasizes the importance of strategic planning, early Roth conversions, and qualified charitable distributions. The goal is to prepare listeners approaching retirement to manage RMDs efficiently and minimize tax impacts.
http://retirewithmartin.com/ <- Learn about working with us
www.planwellretirehappy.com

451 Listeners

809 Listeners

1,317 Listeners

453 Listeners

523 Listeners

750 Listeners

542 Listeners

670 Listeners

199 Listeners

584 Listeners

813 Listeners

38 Listeners

892 Listeners

22 Listeners

102 Listeners