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Maximizing Your Legacy: Smart Strategies to Reduce RMD Taxes
Manage episode 407502720 series 3561344
Impact Partnership and Kevin Bock द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Impact Partnership and Kevin Bock या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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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