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13min chapter
Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)
The Financial Samurai Podcast
Navigating RMDs and Retirement Tax Strategies
This chapter examines the challenges and considerations surrounding required minimum distributions (RMDs) for individuals saving in 401ks and IRAs, especially those not yet retired. It highlights the importance of planning for tax implications during retirement and offers insights into managing assets for tax-efficient legacies, including discussions on Roth conversions. Additionally, the chapter reflects on shifting retirement spending patterns and the potential future impact of AI and universal basic income on financial planning.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode