• Ways to Lower the Taxes on Your RMDs

  • 2025/03/14
  • 再生時間： 10 分
  • ポッドキャスト

Ways to Lower the Taxes on Your RMDs

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Preparing for required minimum distributions (RMDs) can be quite unsettling when you know withdrawals are coming and the IRS will be waiting. In this episode of the Money Wisdom podcast, we’re going to answer a question about what you can do from a planning standpoint when large RMDs are coming in retirement.

    This situation highlights a common issue: retirees often find themselves in higher tax brackets due to large mandatory withdrawals, reducing their financial flexibility. So what are the strategies you can utilize to manage your tax requirements?

    Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP will take you through some of the strategies today.

    Here’s what we discuss in this episode:

    0:00 – Today’s question

    1:05 – What to know about RMDs

    4:13 – Income planning

    8:49 – Tax planning

    Our website: https://johnsonbrunetti.com/

    Phone: 800-208-7233

    Contact our team: https://johnsonbrunetti.com/contact-us/

    Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

    Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

    Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

    Check us out on YouTube: https://bit.ly/3CcAzai
    続きを読む 一部表示

あらすじ・解説

Preparing for required minimum distributions (RMDs) can be quite unsettling when you know withdrawals are coming and the IRS will be waiting. In this episode of the Money Wisdom podcast, we’re going to answer a question about what you can do from a planning standpoint when large RMDs are coming in retirement.

This situation highlights a common issue: retirees often find themselves in higher tax brackets due to large mandatory withdrawals, reducing their financial flexibility. So what are the strategies you can utilize to manage your tax requirements?

Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP will take you through some of the strategies today.

Here’s what we discuss in this episode:

0:00 – Today’s question

1:05 – What to know about RMDs

4:13 – Income planning

8:49 – Tax planning

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai
続きを読む 一部表示

Ways to Lower the Taxes on Your RMDsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。