Ep 100: End of the Year Planning Pt. 1

On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.

One large factor to consider is the Required Minimum Distributions. If you do not utilize your RMDs, you’ll be penalized 50% of what you should have taken out (in the following year). This is just one thing to consider of the many key points we will be touching on.

 

Here are some of the things you’ll learn in this episode:

• What you should know about RMD planning. (0:42)
• Here Dan shares a few strategies on RMDs. (4:00)
• Here you can learn about IRAs and contributions for ways you can save. (9:01)

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