Retirement Income Planning: Avoid High Taxes, IRMAA, & Massive RMDs
Автор: Fallon Wealth Management
Загружено: 2025-08-12
Просмотров: 15
Описание:
Retirement isn’t just about spending your savings — it’s about smartly managing withdrawals to protect your income. In this video, we dive into strategic liquidation of your retirement accounts and how it can impact:
✅ The taxation of your Social Security benefits
✅ Whether you trigger costly Medicare IRMAA surcharges
✅ The size of your Required Minimum Distributions (RMDs) down the road
By planning your withdrawals carefully, you can minimize taxes, avoid unexpected surcharges, and keep more money in your pocket throughout retirement.
Watch now to learn practical strategies that help you optimize your retirement income and plan for a financially secure future.
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