Original Air Date: February 18, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss a couple looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan needing consideration before making any moves today.

Read the article: https://www.henssler.com/financial-moves-to-minimize-taxes-need-to-consider-all-aspects