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Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸 episode artwork

May 9, 2025 34 min

Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸

from Fresh Perspective Planning Hosted by Michael Mezheritskiy

Hosts: Michael Mezheritskiy & Rich LoPresti In this must-listen episode, Michael and Rich from Milestone Asset Management Group dive deep into Required Minimum Distributions (RMDs) and uncover strategies to minimize taxes in retirement. 🚨 Topics covered include: ✅ Understanding RMDs and recent age requirement changes ✅ The end of the "stretch IRA" and what it means for your beneficiaries ✅ The domino effect of RMDs on Social Security, Medicare premiums, and taxes 📈 ✅ Powerful tax-saving strategies like Roth conversions 💡 ✅ Why proactive tax planning is essential for retirees Get actionable advice to help you keep more money in your pocket and out of Uncle Sam's! 🇺🇸💰 Have questions? Get in touch! 📧 Email: [email protected] 🌐 Web: milestoneamg.com 📞 Office: (860) 259-4800

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Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸

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How long is this episode of Fresh Perspective Planning?

This episode is 34 minutes long.

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This episode was published on May 9, 2025.

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