Are you ready for the tax surprises lurking in your retirement accounts? This episode dives into the realities of Required Minimum Distributions (RMDs) and why simply following the rules might cost you more in the long run. Jimmy explains strategies to reduce future tax burdens, create tax-free income buckets, and prepare for unexpected early retirement. Plus, discover creative ways to generate income beyond the typical part-time job. If you’re five to ten years from retirement, this conversation will help you think differently about planning ahead.
If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.
Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT
See omnystudio.com/listener for privacy information.
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