Saving for retirement is important, but it's crucial to consider the tax implications of required minimum distributions (RMDs). Many people are unaware that they must take money out of their retirement accounts at a certain age, regardless of whether they need it or not. This can result in a significant tax burden.

Mike and Ryan discuss how financial advisors often neglect to discuss taxes with their clients, as their focus is on accumulating assets. However, proper tax planning can lead to substantial savings and a more tax-efficient inheritance for future generations. Taking advantage of Roth conversions and other tax strategies before the 2026 sunset provision is crucial.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

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Saving for retirement is important, but it's crucial to consider the tax implications of required minimum distributions (RMDs). Many people are unaware that they must take money out of their retirement accounts at a certain age, regardless of whether they need it or not. This can result in a significant tax burden.
Mike and Ryan discuss how financial advisors often neglect to discuss taxes with their clients, as their focus is on accumulating assets. However, proper tax planning can lead to substantial savings and a more tax-efficient inheritance for future generations. Taking advantage of Roth conversions and other tax strategies before the 2026 sunset provision is crucial.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social: <a href="https://bit.ly/3PVpDkp">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you.

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