Mike discusses tax planning and retirement savings rules that have recently changed, including the elimination of required minimum distributions (RMDs) from Roth 401(k) plans and the reduction of penalties for missed RMDs.

The discussion also touches on the importance of tax planning and maximizing the benefits of 401(k)s and IRAs. The conversation concludes with a mention of catch-up contributions for high earners and alternative solutions for tax-savvy individuals.

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

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

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🖱️ Twitter- https://bit.ly/3PHxqDJ

Mike discusses tax planning and retirement savings rules that have recently changed, including the elimination of required minimum distributions (RMDs) from Roth 401(k) plans and the reduction of penalties for missed RMDs.
The discussion also touches on the importance of tax planning and maximizing the benefits of 401(k)s and IRAs. The conversation concludes with a mention of catch-up contributions for high earners and alternative solutions for tax-savvy individuals.
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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