• If We Must Take RMDs, Must Trump and Biden Debate?

  • Apr 23 2024
  • Length: 11 mins
  • Podcast
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If We Must Take RMDs, Must Trump and Biden Debate?

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  • Summary

  • Will Trump and Biden debate before election day? We hope! 🇺🇸

    Will Uncle Sam happily take more of your retirement money than is technically required? Maybe! 🤔

    Will this married couple inform and be awkwardly entertaining on this episode? Yes! 👩‍❤️‍👨

    A listener question about RMDs leads to learning why we might owe more taxes on our retirement accounts than we realize. Greg also shares a story about someone's Roth conversion strategy that illustrates how some can be more efficient with taxes in retirement, with the right planning. Listen to find out how to begin exploring that path on this week's episode, TODAY!


    Links referenced in the podcast: Test My Retirement

    See omnystudio.com/listener for privacy information.
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