Episode Synopsis "Reducing Your RMD"

Many investors who don’t anticipate needing their retirement assets for income seek out ways to limit their future required minimum distributions. Donna discusses strategies for minimizing RMDs to reduce your retirement tax burden. Also on MoneyTalk, 529 best practices, lining up your retirement income sources, and how to handle your mortgage in retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/12/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

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