Πηγαίνετε εκτός σύνδεσης με την εφαρμογή Player FM !
Case Study: When RMDs are Not Needed for Living Expenses
Manage episode 432813489 series 12842
Text us your financial questions!
Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.
Read the Article: https://www.henssler.com/maximizing-your-retirement-savings-smart-strategies-for-managing-rmds
394 επεισόδια
Manage episode 432813489 series 12842
Text us your financial questions!
Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.
Read the Article: https://www.henssler.com/maximizing-your-retirement-savings-smart-strategies-for-managing-rmds
394 επεισόδια
All episodes
×Καλώς ήλθατε στο Player FM!
Το FM Player σαρώνει τον ιστό για podcasts υψηλής ποιότητας για να απολαύσετε αυτή τη στιγμή. Είναι η καλύτερη εφαρμογή podcast και λειτουργεί σε Android, iPhone και στον ιστό. Εγγραφή για συγχρονισμό συνδρομών σε όλες τις συσκευές.