IRA's & 401K's: Financial Plan Series (Part 5 of 8)
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IRA's & 401K's: Financial Plan Series (Part 5 of 8)
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Before enjoying retirement, it's important to understand one of the largest assets many retirees own—their IRA and 401(k) accounts. In this episode of Finishing Well, Certified Financial Planner Hans Scheil and Robby Dilmore continue the Financial Plan Series by exploring how retirement savings fit into a comprehensive retirement strategy.
Hans and co-host Robbie Dilmore discuss the critical decisions retirees face regarding Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and Roth conversions. Using a real-life planning example, they explain how taxes, Medicare premiums, charitable giving, and legacy goals can all be impacted by the choices made with retirement accounts.
Whether you're approaching retirement, already taking distributions, or looking for ways to leave a tax-efficient inheritance for your loved ones, this episode provides valuable insights to help you make informed decisions and avoid costly mistakes.
Tune in to learn how strategic planning today can help you maximize your retirement income, reduce taxes, support the causes you care about, and finish well.