Roth money may be better than taking too much RMD money, tax buckets, and more (Originally aired October 5)

How Money Works

English - October 14, 2019 12:00 - 26 minutes - 17.9 MB - ★★★★★ - 2 ratings
Investing Business maestro wealth advisors how money works craig moser jennifer moser retirement planning financial planning financial advisor annuities wealth management money matters Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Estate Planning: The Importance of Doing It Right (Originally Aired August 10, 2019)

Next Episode: Emergency funds and taxes during retirement, and The RMD "Sweet Spot" (Originally aired October 19)

On today’s show … how to make sure you can afford more than just Hamburger Helper after you leave the working world behind. Why using some Roth money might be better than taking too much RMD money. How many “tax buckets” do you have? Plus, signs that a “wonderful” retirement is in your future.