Many of your clients have done very well in preparing for retirement, thanks to you. Maybe a little too well. They have a healthy IRA balance, a pension plan, Social
Event Details
Many of your clients have done very well in preparing for retirement, thanks to you. Maybe a little too well. They have a healthy IRA balance, a pension plan, Social Security benefits, and are just beginning to enjoy retirement. Now they are facing the dreadful RMD years, worried about taxes on those RMDs and further taxation of their SS benefits. We will cover several ways to address this issue and ultimately show how they can avoid that tax increase, give to their favorite charity, and reveal a trick that may allow them to wash the charitable gift donation to bring their IRA balance back to a value as if they never gave it away in the first place. You won’t want to miss this one!
