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Maximizing Your Legacy: Smart Strategies to Reduce RMD Taxes
Manage episode 407502720 series 3561344
Kandungan disediakan oleh Impact Partnership and Kevin Bock. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Kevin Bock atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Discover the six tips outlined in a recent article that can help you effectively reduce RMD taxes. Kevin and his co-host discuss popular strategies, including the IRA to Roth conversion and charitable contributions, shedding light on their potential benefits and considerations.
Explore the concept of tapping into your IRA strategically to lower the balance, and learn about the innovative approach called "legacy conversion." Kevin explains how this strategy involves moving funds into trusts or life insurance policies, creating a substantial legacy with numerous advantages.
If you're seeking ways to optimize your RMD strategy, reduce taxes, and enhance your legacy planning, this episode provides actionable insights. Reach out to Kevin today for your complimentary Tax Analysis!
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