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Strategies to Minimize or Avoid RMDs

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Manage episode 429651399 series 3561349
Content provided by Impact Partnership and Jim Cipriotti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Cipriotti 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://player.fm/legal.

Jim Ciprioti discusses required minimum distributions (RMDs) and strategies to minimize the amount or avoid taking RMDs altogether. He also discusses the rules for RMDs from IRAs and inherited IRAs, highlighting the different options and timelines. Jim emphasizes the importance of tax planning and offers a complimentary financial plan to help individuals optimize their RMDs and minimize taxes.

Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM ET on WPHT.

For more information and to schedule a complimentary consultation with Jim Cipriotti, visit www.RetireReadyFG.com.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Weekly Podcast (00:00:00)

2. Podcast Start (00:00:30)

3. Marker 12 (00:29:44)

4. Marker 03 (01:13:20)

116 episodes

Artwork
iconShare
 
Manage episode 429651399 series 3561349
Content provided by Impact Partnership and Jim Cipriotti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Cipriotti 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://player.fm/legal.

Jim Ciprioti discusses required minimum distributions (RMDs) and strategies to minimize the amount or avoid taking RMDs altogether. He also discusses the rules for RMDs from IRAs and inherited IRAs, highlighting the different options and timelines. Jim emphasizes the importance of tax planning and offers a complimentary financial plan to help individuals optimize their RMDs and minimize taxes.

Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM ET on WPHT.

For more information and to schedule a complimentary consultation with Jim Cipriotti, visit www.RetireReadyFG.com.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Weekly Podcast (00:00:00)

2. Podcast Start (00:00:30)

3. Marker 12 (00:29:44)

4. Marker 03 (01:13:20)

116 episodes

All episodes

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