Hosts: Michael Mezheritskiy & Rich LoPresti
In this must-listen episode, Michael and Rich from Milestone Asset Management Group dive deep into Required Minimum Distributions (RMDs) and uncover strategies to minimize taxes in retirement. 🚨
Topics covered include:
✅ Understanding RMDs and recent age requirement changes
✅ The end of the "stretch IRA" and what it means for your beneficiaries
✅ The domino effect of RMDs on Social Security, Medicare premiums, and taxes 📈
✅ Powerful tax-saving strategies like Roth conversions 💡
✅ Why proactive tax planning is essential for retirees
Get actionable advice to help you keep more money in your pocket and out of Uncle Sam's! 🇺🇸💰
Have questions? Get in touch!
📧 Email: Info@milestoneamg.com
🌐 Web: milestoneamg.com
📞 Office: (860) 259-4800
