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11min chapter
4 Essential Tips to a Perfect Retirement
Money Guy Show
Navigating Late Retirement and RMDs
This chapter discusses the complexities of late retirement, focusing on Required Minimum Distributions (RMDs) and their impact on financial planning beginning at age 73. It highlights strategies for effective RMD management, including pre-tax withdrawals and Roth conversions, while also addressing the significance of charitable donations to minimize tax implications. Beyond financial aspects, the chapter emphasizes the importance of pursuing meaningful activities and a fulfilling lifestyle to enhance the overall retirement experience.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode