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Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke 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.
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5 Ways to Reduce Your RMDs (& SAVE BIG)

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Manage episode 426873830 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke 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.

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

Required Minimum Distributions (RMD) aren't the worst thing in the world, but they could force you to pay taxes you don't want to pay. In this episode, I share 5 ways to reduce your RMDs and take back control of your tax bill in retirement.

———————————————————————————

Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

🔔 Subscribe to the channel and press the bell icon so you never miss a video!

DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

130 episodes

Artwork
iconShare
 
Manage episode 426873830 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke 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.

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

Required Minimum Distributions (RMD) aren't the worst thing in the world, but they could force you to pay taxes you don't want to pay. In this episode, I share 5 ways to reduce your RMDs and take back control of your tax bill in retirement.

———————————————————————————

Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

🔔 Subscribe to the channel and press the bell icon so you never miss a video!

DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

130 episodes

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