Is Your RMD Setting You Up for a Tax Surprise?
Description
What would you do if your required minimum distribution (RMD) triggered a six-figure tax bill? This episode unpacks the real-life impact of massive RMDs, why early tax planning matters, and how strategies like Roth conversions can help manage future burdens for you and your heirs. The Tumolo Financial team also breaks down the complexities of Medicare Advantage plans, sharing tips on annual reviews and how the right choices can save thousands on prescription costs. Get practical insights for navigating retirement’s most complicated decisions.
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Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.
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