ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "How to Optimize your RMDs in Retirement"
Episode Synopsis
Required Minimum Distributions... whether you need the income or not, the government will force you to take those distributions so they can collect the taxes, but as Peter with Richon Planning explains to Erin Kennedy, proactive planning means you control your tax liability. Here are Peter's quick tips to optimize your RMDs: 1.Roth Conversions 2.Plan for Strategic Withdrawals 3.Delay Taking Social Security If you'd like to speak with Peter about how you can better control your tax liability, please give him a call at (919) 300-5886 or visit www.RichonPlanning.com #WealthManagement #Taxes #SocialSecurity #RothConversions #FinancialAdvisor
More episodes of the podcast Planning Matters Radio
Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season)
20/12/2025
🎉 Seniors Will Get a Raise in 2026! Here's What the New Social Security COLA Means for You
13/12/2025
💰 5 Steps to Tax-Free Roth IRA Distributions
29/11/2025
Should You Claim Social Security at 62?
18/10/2025
In God we trust