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Maximizing Your Legacy: Smart Strategies to Reduce RMD Taxes
Manage episode 407502720 series 3561344
İçerik Impact Partnership and Kevin Bock tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Impact Partnership and Kevin Bock veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Discover the six tips outlined in a recent article that can help you effectively reduce RMD taxes. Kevin and his co-host discuss popular strategies, including the IRA to Roth conversion and charitable contributions, shedding light on their potential benefits and considerations.
Explore the concept of tapping into your IRA strategically to lower the balance, and learn about the innovative approach called "legacy conversion." Kevin explains how this strategy involves moving funds into trusts or life insurance policies, creating a substantial legacy with numerous advantages.
If you're seeking ways to optimize your RMD strategy, reduce taxes, and enhance your legacy planning, this episode provides actionable insights. Reach out to Kevin today for your complimentary Tax Analysis!
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