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2022 has brought numerous changes to how we put a retirement strategy together and that includes another change to how and when you can withdraw from your Required Minimum Distributions. Plus, how you can help avoid some taxes when you give to a Qualified Charitable Distribution. Finally, we go in the way back machine and talk about a simpler time when the debt was only $1 Trillion.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
2022 has brought numerous changes to how we put a retirement strategy together and that includes another change to how and when you can withdraw from your Required Minimum Distributions. Plus, how you can help avoid some taxes when you give to a Qualified Charitable Distribution. Finally, we go in the way back machine and talk about a simpler time when the debt was only $1 Trillion.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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