• RMD's and Tax Free Options

  • 2023/11/19
  • 再生時間: 1分未満
  • ポッドキャスト

RMD's and Tax Free Options

  • サマリー

  • In this episode, we'll discuss required minimum distributions (RMDs) and explore tax-free options to help you minimize your tax burden in retirement. We'll cover the basics of RMDs, when they start, and how they're calculated. We'll also discuss qualified charitable distributions (QCDs), a strategy that allows you to directly transfer funds from your IRA to qualified charities without having to pay taxes on the distribution. Finally, we'll touch on Roth conversions, a strategy that can help you convert your traditional IRA into a Roth IRA and avoid RMDs altogether.
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あらすじ・解説

In this episode, we'll discuss required minimum distributions (RMDs) and explore tax-free options to help you minimize your tax burden in retirement. We'll cover the basics of RMDs, when they start, and how they're calculated. We'll also discuss qualified charitable distributions (QCDs), a strategy that allows you to directly transfer funds from your IRA to qualified charities without having to pay taxes on the distribution. Finally, we'll touch on Roth conversions, a strategy that can help you convert your traditional IRA into a Roth IRA and avoid RMDs altogether.

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