Active Wealth Show

Minimize RMDs, Reduce SSI Taxes & Maximize Social Security Income


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Audio of the edited show is great, but Video is even better! Learn how to minimize RMDs & retirement taxes. Ford also shares how to maximize Social Security Income on this Active Wealth Show.
Ford shares his first Financial Headwind in his FIVE FINANCIAL HEADWIND SERIES. He also shares important information about Required Minimum Distributions and how to reduce taxes on your Social Security Income during your retirement. If you want to see how your retirement looks, we invite you to take our CONFIDENTIAL AND FREE FINANCIAL HEALTH QUIZ at ActiveWealthQuiz.com #ActiveWealth #RMDs #SSIncome #ReduceYourRetirementTaxes
We invite you to schedule your FREE FINANCIAL CONSULTATION directly into FORD’S CALENDAR or call our office at 770-685-1777. You will get a FREE PORTFOLIO ANALYSIS and a COMPLIMENTARY FINANCIAL PLAN TO YOUR 95th BIRTHDAY!
We encourage all of our listeners and clients to consult a tax professional when implementing any type of ROTH IRA conversion. Ford Stokes is not a CPA or tax professional. He is a Series 65 licensed investment adviser representative with Foundations Investment Advisers. Ford is also a fiduciary who wants to help you invest, financially plan and retire successfully.
June 15th
Show Outline
Welcome to The Active Wealth Show, here on 920The Answer! I’m
here with Christian Dooley, our Executive Producer.
We have an important show for your retirement today.
We are going to talk about Four things over the next hour:
The first
Financial Headwind in our series, THE FIVE FINANCIAL HEADWINDS and how to
overcome them for your retirement. You can also get our FREE REPORT: THE FIVE
FINANCIAL HEADWINDS just by calling our office at 770-685-1777. Diana in our
office and ready to take your call, she will email your free report to you
right away today. We will cover each of our Five Financial Headwinds over the
next FIVE WEEKS starting with this week. The Three
Types of Investment Accounts – Taxable, Tax-Deferred and Tax Advantaged. What are Required
Minimum Distributions or RMDs and how will they affect your retirement. Social
Security – how to maximize the money in your account vs. the money that is
on your statement.
Trivia Questions:
Segment 1:
1965 Bob Dylan records single “Like a Rolling Stone” (#1 in
Rolling Stone magazine’s “500 Greatest Songs of All Time”) June 15,
1965
Low CD Rates, three types of Accounts – Taxable, Tax-Deferred
and Tax-Advantaged
SEGMENT 2: In Movie Trivia:
1878 World’s first moving pictures caught on camera (used 12
cameras, each taking 1 picture) done to see if all 4 of a horse’s hooves leave
the ground
RMDs
Segment 3: This weekend is the US
Open and it’s Also Father’s Day
1980 US Open Men’s Golf, Baltusrol GC: Jack Nicklaus sets new tournament scoring record 272 (-8) to win his 4th
Open title, 2 strokes ahead of Isao Aoki of Japan
RMDs and intro of Social
Security
Segment 4
June 15th
Famous Birthdays:
Courtney Cox – She is 54
Years Old
Helen Hunt is 55 years
old
Ice Cube is 49 Years Old
Xi Jiping is 65 years old
today – I hope our President will negotiate the best rade deal for the US with
China. I pray for guidance for our President. A trade deal with China will
definitely help the supply chain for companies here in the US and will give a
great lift to the markets to resolve the current uncertainty. I support our
President and wish him well!
Social SecurityClose
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Active Wealth ShowBy Ford Stokes

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