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Our topic on this episode of the Ready for Retirement podcast is about answering multiple questions that have been recently submitted surrounding RMDs (Required Minimum Distributions), Social Security Taxes, Income Annuities, and Dividend Reinvestment.
Questions answered: What are the best strategies to manage RMDs (Required Minimum Distributions)? How should I be determining when to collect Social Security and what can I expect from a tax perspective? When does an income annuity make sense? Should I be reinvesting dividends? 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?
We’re on YouTube!
Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
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By James Conole, CFP®4.9
761761 ratings
Our topic on this episode of the Ready for Retirement podcast is about answering multiple questions that have been recently submitted surrounding RMDs (Required Minimum Distributions), Social Security Taxes, Income Annuities, and Dividend Reinvestment.
Questions answered: What are the best strategies to manage RMDs (Required Minimum Distributions)? How should I be determining when to collect Social Security and what can I expect from a tax perspective? When does an income annuity make sense? Should I be reinvesting dividends? 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?
We’re on YouTube!
Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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