Tax-Efficient Donations and Inheritance: Navigating RMDs Part II

19/08/2024 3 min Temporada 1 Episodio 2
Tax-Efficient Donations and Inheritance: Navigating RMDs Part II

Listen "Tax-Efficient Donations and Inheritance: Navigating RMDs Part II"

Episode Synopsis

Join us as we delve further into the complexities of managing excess money in your retirement accounts, focusing on Required Minimum Distributions (RMDs). In Part II we zoom in on how donations and inheritances are handled with RMDs and how to save on taxes by planning ahead.