Could the IRS impact your retirement savings? In this episode, Kelton discusses Required Minimum Distributions (RMDs), tax-efficient strategies, and why timing matters for withdrawals. He shares ways to balance needs and wants, prepare for unexpected early retirement, and explore strategies that align with your lifestyle. From seeking to minimize future tax exposure to planning for big goals like travel or a second home, this conversation offers helpful insights for those approaching retirement.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on WJAS.
See omnystudio.com/listener for privacy information.
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