
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
4.5
2222 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
436 Listeners
776 Listeners
1,920 Listeners
730 Listeners
1,282 Listeners
432 Listeners
497 Listeners
511 Listeners
560 Listeners
181 Listeners
548 Listeners
787 Listeners
527 Listeners
719 Listeners
99 Listeners