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