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The Tax Time-Bomb for Large IRAs
Today I chat with fellow Financial Advisor Rick Luchini on the 2000 lb gorilla for large IRA owners: Required Minimum Distributions (RMDs) and Taxes.
Listen in as we discuss:
1. What RMDs are
2. How they can drive up taxes if not planned for
3. The ecosystem of other parts of retirement they affect
4. How to give money to charity from your IRA tax-free
5. How Roth Conversions work, and how to determine how much to convert each year.
Learn more at www.brandenburgfs.com
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By Hamilton BrandenburgToday I chat with fellow Financial Advisor Rick Luchini on the 2000 lb gorilla for large IRA owners: Required Minimum Distributions (RMDs) and Taxes.
Listen in as we discuss:
1. What RMDs are
2. How they can drive up taxes if not planned for
3. The ecosystem of other parts of retirement they affect
4. How to give money to charity from your IRA tax-free
5. How Roth Conversions work, and how to determine how much to convert each year.
Learn more at www.brandenburgfs.com