What if your retirement savings grew so much that your required minimum distribution—and the tax bill—left you stunned? In this episode, hosts David Hodson and Glen Hancock break down the “tax time bomb” lurking in large retirement accounts and reveal overlooked strategies to help manage RMDs, minimize taxes, and keep more of your hard-earned money. From qualified charitable distributions to Roth conversions and new provisions in the Secure Act, discover how early planning and smart moves can make a big difference. Whether you’re approaching retirement or already facing RMDs, this conversation highlights the importance of proactive tax strategy.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

What if your retirement savings grew so much that your required minimum distribution&mdash;and the tax bill&mdash;left you stunned? In this episode, hosts David Hodson and Glen Hancock break down the &ldquo;tax time bomb&rdquo; lurking in large retirement accounts and reveal overlooked strategies to help manage RMDs, minimize taxes, and keep more of your hard-earned money. From qualified charitable distributions to Roth conversions and new provisions in the Secure Act, discover how early planning and smart moves can make a big difference. Whether you&rsquo;re approaching retirement or already facing RMDs, this conversation highlights the importance of proactive tax strategy.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!

No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!
No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.