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Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare
- 2025/04/17
- 再生時間： 12 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the goal of keeping more money in your pocket and building a retirement plan that works for your life.
Here’s some of what we discuss in this episode:
📉 How to shrink your future RMD tax bill
💸 Emergency fund strategy: 3 months, 6 months, or more?
🛡️ Smarter alternatives to traditional long-term care insurance
🔍 Why your unique situation drives your financial strategy
🧭 Planning retirement with purpose and vision
Want to get in touch with Mark?
https://retirementhuddle.com/
mark@howardfinancialgroup.com
888-511-7526