We discuss tax season and what you need to know if you're approaching age 73 and preparing to take Required Minimum Distributions (RMDs). We'll cover important topics such as how much you need to withdraw, penalties and fees to avoid, and the benefits of Qualified Charitable Distributions (QCDs). By the end of this episode, you should have a clearer understanding of your future tax obligations in retirement.

Wondering if you’re on track with your future taxes in retirement? Click here for a FREE Retirement Tax Map Report.

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Does your advisor address how you’ll use your money in retirement? Have they helped you create a plan to be tax-efficient with your portfolio when you stop working? Hear insight into those questions, plus Greg’s “why” on this week’s episode.

Wondering if you’re on track for retirement? Fill out this short form for a free consultation.

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Did you know you could become a marketing target if the probate process enters your world? Greg and Kristin aren’t attorneys, but legacy and estate planning conversations are consistent with retirement planning. Listen as they share why being “sold” any product isn’t a good idea.

Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized.

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We all take different paths in life. For example, women are more likely than men to pause their careers to care for their families. As a result, they typically work fewer years and contribute less to retirement accounts, leading to lower savings in their investment portfolios. Greg and Kristin discuss these challenges and how to tackle them with effective retirement planning.

Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit to help you get organized.

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A recent survey showed Americans would rather do homework than do their taxes, and some would rather take the SATs! Tax season is important, but Greg and Kristin explain why retirement tax strategies are essential for future portfolio planning.

Wondering if you’re on track for retirement? Fill out this short form for a FREE consultation.

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This week Greg shares his approach to tackling holiday credit card debt along with tips on how to pay off debt in general... and stay motivated. Plus, an answer to a common retirement question: Should your mortgage be paid off before you stop working?

Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized.

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Greg and Kristin discuss how to financially and emotionally prepare for retirement in 2025 if that’s your goal. They also cover what to expect from your financial advisor when planning what to do with your portfolio.

Unsure if you’re on track? Fill out this short form for a free consultation.

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We embrace this wonderful time of year, talk gift-giving within our means, and RMD spending.

🎄 Merry Christmas from Greg, Kristin, and the entire team!

Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit to help you get organized: https://www.legacyretirementgroup.com/podcast-request

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