How to Optimize your RMDs in Retirement
Jun 29, 2024•13 min•Season 2024Ep. 629
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Episode description
Required Minimum Distributions... whether you need the income or not, the government will force you to take those distributions so they can collect the taxes, but as Peter with Richon Planning explains to Erin Kennedy, proactive planning means you control your tax liability.
Here are Peter's quick tips to optimize your RMDs:
1.Roth Conversions
2.Plan for Strategic Withdrawals
3.Delay Taking Social Security
If you'd like to speak with Peter about how you can better control your tax liability, please give him a call at (919) 300-5886 or visit www.RichonPlanning.com #WealthManagement #Taxes #SocialSecurity #RothConversions #FinancialAdvisor
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