We discuss tax season and what you need to know if you're approaching age 73 and preparing to take Required Minimum Distributions (RMDs). We'll cover important topics such as how much you need to withdraw, penalties and fees to avoid, and the benefits of Qualified Charitable Distributions (QCDs). By the end of this episode, you should have a clearer understanding of your future tax obligations in retirement.
Wondering if you’re on track with your future taxes in retirement? Click here for a FREE Retirement Tax Map Report.
_________________

Medicare Covers a Lot… But Not Everything
11:19

The Problem With “One-Stop Shop” Financial Firms
10:16

Should You Wait Until 70 to Claim Social Security?
10:07