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Case Study: When RMDs are Not Needed for Living Expenses

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Manage episode 432813489 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Text us your financial questions!

Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.

Read the Article: https://www.henssler.com/maximizing-your-retirement-savings-smart-strategies-for-managing-rmds

  continue reading

443 episoade

Artwork
iconDistribuie
 
Manage episode 432813489 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Text us your financial questions!

Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.

Read the Article: https://www.henssler.com/maximizing-your-retirement-savings-smart-strategies-for-managing-rmds

  continue reading

443 episoade

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