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Ep #314: Your IRA May Be Too Big
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Ep #314: Your IRA May Be Too Big
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About this listen
For most of your career, retirement planning is about putting money away and letting it grow. But eventually, the decisions you made during those accumulation years start showing up on the other side of the equation, and the tax consequences can be much larger than expected.
For higher-income households especially, a little planning before retirement — or during those first few years after leaving work — can create significantly more flexibility later. Today, we're going to look at one area where that planning can make a surprisingly big difference.
Topics Discussed:
- Why RMD planning starts years before you're ever required to take one.
- How a large IRA can keep your tax bill high long after you stop working.
- Why where your money lives can matter as much as how much you have.
- When a "smart" retirement contribution can quietly create unnecessary tax.
- Two common RMD moves that seem reasonable but can backfire.
Resources Mentioned:
- ERdocadvisor.com
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