Episode Synopsis "Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸"

Hosts: Michael Mezheritskiy & Rich LoPrestiIn this must-listen episode, Michael and Rich from Milestone Asset Management Group dive deep into Required Minimum Distributions (RMDs) and uncover strategies to minimize taxes in retirement. 🚨Topics covered include:✅ Understanding RMDs and recent age requirement changes✅ The end of the "stretch IRA" and what it means for your beneficiaries✅ The domino effect of RMDs on Social Security, Medicare premiums, and taxes 📈✅ Powerful tax-saving strategies like Roth conversions 💡✅ Why proactive tax planning is essential for retireesGet actionable advice to help you keep more money in your pocket and out of Uncle Sam's! 🇺🇸💰Have questions? Get in touch!📧 Email: [email protected]🌐 Web: milestoneamg.com📞 Office: (860) 259-4800

Listen "Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸"

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