Our topic on this episode of the Ready for Retirement podcast is about understanding how to navigate Required Minimum Distributions (RMDs).

Questions answered:  What do I need to know about RMDs? How do I calculate RMDs? What tax strategies can I implement to avoid or limit RMDs? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about understanding when it makes most sense to consider making Roth Conversions.

Questions answered: When should I consider a Roth Conversion? What are the pros & cons of a Roth Conversion? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about paying off a mortgage or investing.

Questions answered: Should I pay off my mortgage or invest? What are the trade-offs of investing vs. paying down a mortgage? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is all about how you can create a purposeful and meaningful retirement.

Questions answered: How do I create a strategy to have a fulfilling retirement? What activities should I do in retirement? How can I make sure I don't outlive my money? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

Guest Interview: Joe Casey 

Joe Casey helps individuals nearing retirement (or in retirement) who want to create a purposeful and meaningful retirement. 

Joe has a podcast dedicated to focusing on how you plan on investing your precious time in retirement: The Retirement Wisdom Podcast

Website: https://www.retirementwisdom.com/

Joe can be reached at [email protected]

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Our topic on this episode of the Ready for Retirement podcast is about creating the ultimate tax planning strategy - combining Roth Conversions with Other Deductions.

Questions answered: When should I do a Roth Conversion? How do I know which deductions I should take advantage of? How could a Donor-Advised Fund help reduce my taxes? Can I gift stock to my Donor-Advised Fund? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about how to use Roth Conversions to save huge amounts in taxes over time.

Questions answered: When should I do a Roth Conversion? When is the best time to invest for retirement? What are the benefits of Roth Conversions and when is it best to do them? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about understanding if capital gains can cause you to move into a higher tax bracket.

Questions to ask ourselves: Are there different tax brackets for Ordinary Income v. Capital Gains? When does it make most sense to realize Capital Gains? How should I be approaching tax planning as I near retirement? How should I be approaching tax planning if I’m already retired? How can I minimize my tax bill with proper tax planning, both for today and the future?

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

Reference Sheet: 2021 Important Numbers Tax Sheet

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about whether or not you should invest all at once (lump-sum) or invest smaller amounts over a longer period of time (dollar-cost averaging).

Questions answered: Should I invest when the market is at all-time highs? When is the best time to invest? What is the best approach for my individual situation? Should I gradually invest to decrease risk? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about what you need to know when you receive a windfall (inheritance, gift, high income year, etc). 

Questions answered: What do I need to know when I receive a large sum of money all at once? What should I be considering as I’m expecting a large sum of money? When is the best time to invest those funds? What other considerations may impact my overall financial strategy?

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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Our topic on this episode of the Ready for Retirement podcast is about how to best coordinate portfolio withdrawals with Social Security (and other income sources).

Questions answered: How can I best coordinate my portfolio withdrawals with when I intend on collecting Social Security? If I’m currently collecting Social Security, how much should I be withdrawing from my portfolio? How can I plan when to best withdraw funds from my portfolio based on my individual Social Security income options? How should my investments be allocated during retirement?

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

LET'S CONNECT!

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ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

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Create Your Custom Strategy ⬇️

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Join the new Root Collective HERE!