The Impact of Required Minimum Distributions on Tax Brackets

Published Jun 25, 2024, 8:00 AM

George Fossing and Travis Smith discuss tax planning for the future and the importance of mitigating tax liabilities. They highlight the potential impact of required minimum distributions (RMDs) on retirement accounts and the misconception that retirees will always be in a lower tax bracket. They emphasize the need for tax efficiency strategies, such as Roth conversions and charitable donations, to minimize tax burdens. The conversation also touches on the value of tax planning for business owners and individuals preparing to exit their businesses. 

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Stop Worrying You're Retired

Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He f 
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