Ready or not, December brings more than holiday cheer—it’s RMD season. In this episode, Sean explains why required minimum distributions can trigger a chain reaction of taxes and how early planning can help you manage lifetime tax impact. From Roth conversions to life insurance strategies, Sean breaks down options for reducing tax burdens and aligning your retirement goals. Plus, hear how he helps clients separate necessities, lifestyle, and bucket list dreams to create personalized plans.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

Facebook: https://www.facebook.com/masonstreetwealthmanagement

Ready or not, December brings more than holiday cheer&mdash;it&rsquo;s RMD season. In this episode, Sean explains why required minimum distributions can trigger a chain reaction of taxes and how early planning can help you manage lifetime tax impact. From Roth conversions to life insurance strategies, Sean breaks down options for reducing tax burdens and aligning your retirement goals. Plus, hear how he helps clients separate necessities, lifestyle, and bucket list dreams to create personalized plans.
Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.
Tune into Sean on <a href="https://www.kmjnow.com/" data-jsarwt="1" data-usg="AOvVaw3sd3lj3XqoeiILNQF4D3e6" data-ved="2ahUKEwi8mqb5obCPAxWn38kDHSGRJz0QFnoECBoQAQ" data-ctbtn="0" data-cthref="/url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;cd=&amp;ved=2ahUKEwi8mqb5obCPAxWn38kDHSGRJz0QFnoECBoQAQ&amp;url=https%3A%2F%2Fwww.kmjnow.com%2F&amp;usg=AOvVaw3sd3lj3XqoeiILNQF4D3e6&amp;opi=89978449" data-jrwt="1">News Talk 580 and 105.9 KMJ </a>Saturday at 3pm.
Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend.&nbsp;<a href="https://masonstreetwealthmanagement.com/events/seminars/">https://masonstreetwealthmanagement.com/events/seminars/</a>
Facebook: <a href="https://www.facebook.com/masonstreetwealthmanagement">https://www.facebook.com/masonstreetwealthmanagement</a>

Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! Mason Street Retirement Insights is a convenient new podcast show hosted by Sean Mason where you can get the financial information and professional insights that will help you convert your ideal vision of retirement into an actionable financial plan and investment strategy. 

On each episode, Sean will dive deep into a new and relevant topic in today’s changing retirement climate like investment management insights, insurance planning tips, retirement income strategies, and beyond. Plug in your favorite headphones and press play for informative and entertaining retirement news that can help you build a stronger and healthier financial foundation.

Start streaming now and subscribe to never miss an episode!

Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! Mason Street Retirement Insights is a convenient new podcast show hosted by Sean Mason where you can get the financial information and professional insights that will help you convert your ideal vision of retirement into an actionable financial plan and investment strategy.&nbsp;
On each episode, Sean will dive deep into a new and relevant topic in today&rsquo;s changing retirement climate like investment management insights, insurance planning tips, retirement income strategies, and beyond. Plug in your favorite headphones and press play for informative and entertaining retirement news that can help you build a stronger and healthier financial foundation.
Start streaming now and subscribe to never miss an episode!

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