Ep 100: End of the Year Planning Pt. 1

The Key Points: 

On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.

One large factor to consider is the Required Minimum Distributions. If you do not utilize your RMDs, you’ll be penalized 50% of what you should have taken out (in the following year). This is just one thing to consider of the many key points we will be touching on.

Join us today as we break down these topics on today’s show:

  • What you should know about RMD planning. (0:42)
  • Here Dan shares a few strategies on RMDs. (4:00)
  • Here you can learn about IRAs and contributions for ways you can save. (9:01)

If you have any questions, please reach out to us at https://www.baschrock-fg.com/ or give us a call at 330-473-1060

Key Quote: 

Thanks for listening to another episode of Unlocking Your Financial Future. We’ll talk to you again next week!

Related Content:

How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1

Withstanding Market Volatility with Keith Schrock – Part 1

Saving Habits with Offensive Guard, Brian Winters – Part 1

Share this post

Join Our Mailing List

By joining our mailing list, you’ll receive regular emails packed with valuable information to help you make informed financial decisions, achieve your goals, and secure your future.

Schedule Your Complimentary Financial Review

Schedule your complimentary financial review with us today to explore personalized strategies to unlock a prosperous future.

Skip to content