Listen "RMD Strategy: How to Save on Taxes, Grow Your Money, and Give Back"
Episode Synopsis
In this week’s Your Financial Journey video, Tim Hilterman shares smart ways to put your Required Minimum Distributions (RMDs) to work. From reinvesting after-tax RMDs into low-cost ETFs, to using Qualified Charitable Distributions for tax savings, to funding 529 plans for grandchildren or even purchasing life insurance to leave a legacy—Tim highlights how strategic planning can turn mandatory withdrawals into meaningful opportunities for your family and future.#RetirementPlanning #FinancialPlanning #SmartRMDStrategies #TaxEfficientPlanning #LegacyBuilding #CharitableGiving #FutureEducationFunding#TimHiltermanCFPYou can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comYou can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...This information is provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal, or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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