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Maximizing Your Retirement: Options for RMDs and Tax Strategies
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It’s time to start taking your RMDs (Required Minimum Distributions) but you don’t need the money…In this episode, Frank and Frankie Guida explore the strategies you may be able to utilize.
Charitable giving through QCDs (Qualified Charitable Distributions), Roth conversions, or using the funds for long term care may all be options within your plan.
Additionally, Frank and Frankie stress the significance of optimizing your entire financial plan, including lowering risk, reducing costs, and planning for taxes all to help enhance your retirement experience.
Connect with the team at A Better Way Financial.com to learn more about these strategies.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
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