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8min chapter
What Do I do With an HSA at an Old Employer?! (Plus How to Avoid RMD's) - Money Q&A
The Personal Finance Podcast
Strategies for Managing Retirement Accounts and RMDs
This chapter focuses on strategies to manage pre-tax retirement accounts effectively to minimize the impact of required minimum distributions (RMDs). It outlines options like Roth conversions and qualified charitable distributions to help reduce taxable income, emphasizing the need for tailored planning based on individual financial situations.
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Discover
highlights
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