Are you taking RMDs and wondering how to minimize your future tax liability? With strategic planning, Roth Conversions while taking RMDs is often prudent. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.
Timestamps: 0:00 Are Roth Conversions Viable When Taking RMDs? 1:05 The RMD "Creep" Problem 1:52 2-Step Framework for RMD Decision Making 4:13 A Few Case Study Examples: Single Filer 6:34 Using QCDs Wisely To Help with RMD Creep
- - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"
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