The Best Of Refining Retirement Podcast - Saving on Taxes

from The Best of Refining Retirement · host Brad Ford

Dana and Brad discuss ways to reduce your taxes. Takeaways: - If you are over 70.5 you can donate from your IRA to a charity and not pay taxes because it will satisfy your RMD requirement. - Many companies have started offering a Roth option for their employee plans. This may be worth looking into depending on your situation. - Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any government agency.

Episode metadata supplied by the publisher feed · Published Jul 23, 2024

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The Best Of Refining Retirement Podcast - Saving on Taxes

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This episode was published on July 23, 2024.

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