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The Required Minimum Distributions Playbook: Minimize Taxes and Maximize Savings

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Manage episode 461587745 series 3561532
Content provided by Archie and Rob Hoxton and Rob Hoxton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Archie and Rob Hoxton and Rob Hoxton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the Last Paycheck Podcast, CFP professional Archie Hoxton and Financial Advisor Jimmy Sutch dive deep into the topic of Required Minimum Distributions (RMDs). They unravel the complexities of RMDs, a vital yet often misunderstood aspect of retirement planning. They discuss the implications of RMDs, how they're calculated, and the potential tax liabilities they create.

The episode offers valuable strategies to manage RMDs effectively, including Roth conversions and Qualified Charitable Distributions (QCDs), catering to both long-term and short-term planning perspectives. Additionally, the hosts emphasize that not everyone needs to worry excessively about RMDs, especially if you're already drawing from your retirement funds. Tune in for actionable wisdom on preparing for your final paycheck, ensuring you retire and stay retired comfortably.

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/BP_bg07N1S8

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 461587745 series 3561532
Content provided by Archie and Rob Hoxton and Rob Hoxton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Archie and Rob Hoxton and Rob Hoxton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the Last Paycheck Podcast, CFP professional Archie Hoxton and Financial Advisor Jimmy Sutch dive deep into the topic of Required Minimum Distributions (RMDs). They unravel the complexities of RMDs, a vital yet often misunderstood aspect of retirement planning. They discuss the implications of RMDs, how they're calculated, and the potential tax liabilities they create.

The episode offers valuable strategies to manage RMDs effectively, including Roth conversions and Qualified Charitable Distributions (QCDs), catering to both long-term and short-term planning perspectives. Additionally, the hosts emphasize that not everyone needs to worry excessively about RMDs, especially if you're already drawing from your retirement funds. Tune in for actionable wisdom on preparing for your final paycheck, ensuring you retire and stay retired comfortably.

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/BP_bg07N1S8

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

  continue reading

94 episodes

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