))
Tax-Efficient Withdrawal Strategies & Planning Through Volatility (10/12/2024)
Manage episode 445214642 series 3083349
Contenido proporcionado por Alec Kelso and The Real Money Pros. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Alec Kelso and The Real Money Pros o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Jeremiah and Brian explore essential financial strategies for retirees navigating today’s unpredictable economic landscape. We discuss handling stock market volatility through diversification and risk tolerance, as well as optimizing tax-efficient withdrawal strategies from retirement accounts to minimize taxes and manage required minimum distributions (RMDs). Additionally, the guys address the impact of inflation on retirement planning and the need to adjust financial strategies to maintain purchasing power. Finally, we analyze key economic indicators and investment strategies during uncertainty, emphasizing the importance of aligning your approach with long-term financial goals for a secure retirement.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley & Jeremiah Bates
—————————————————————
SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
—————————————————————
100 episodios
Compartir
