The IRA Exit Strategy BluePrint – with Brad Gotto - SimplyAdvised

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The IRA Exit Strategy BluePrint – with Brad Gotto

January 8, 2021 • 48 mins

It’s time to take a closer look at your retirement account.

In this SimplyAdvised episode we meet with Brad Gotto, an RICP advisor and one of the founding partners at Fiat Wealth Management. Brad walks us through a unique strategy to exit your IRA’s and discusses the concerns people have with taxes in retirement.

In this episode, you will learn:

How the Tax Cuts and Jobs Act of 2017 applies to you

How your deferred investments can become part of what we call the widow/widower tax

What the three tax buckets are

What tools are used for tax control and how they can help you

And more

Tune in now to learn more about this unique and educational approach to the IRA Exit Strategy!

Resources: Fiat Wealth Management: (952) 462-9116 | Brad Gotto | Events Calendar | SimplyAdvised

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