Don’t let RMDs become a tax trap! Learn smart strategies to lower your taxes on RMDs and keep more of your hard-earned retirement savings.
Don’t let RMDs become a tax trap! Learn smart strategies to lower your taxes on RMDs and keep more of your hard-earned retirement savings.
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Retirement planning can often feel like a moving target. You’ve worked hard, saved diligently, and now the big question hits: What’s next? That’s where Steve (age 62) and Jenna (age 66)1 found themselves. After decades of building a career, Steve was suddenly laid off. His severance package was… Continue reading A Retirement Planning Case Study
