4 Strategies to Avoid Tax Tsunami When Working Beyond 73 Years Old, #248
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4 Strategies to Avoid Tax Tsunami When Working Beyond 73 Years Old, #248
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As you get closer to the age of 73, it's more and more important to understand the financial strategies you can use to avoid a "tax tsunami" or "tax bomb."
In this episode, I break down the basics of RMDs, explaining how they are calculated and the importance of planning ahead. You’ll want to make a note of these four key strategies to reduce your RMDs and ensure a smoother financial journey as you transition into retirement.
From starting withdrawals before the age threshold to considering Roth conversions and qualified charitable distributions, we share practical insights to help you navigate these financial waters.
You will want to hear this episode if you are interested in...-
(0:00) How to avoid a huge tax burden if you plan to work beyond 73 years of age
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(2:21) Please rate and review the Retire with Ryan podcast!
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(3:59) RMDs start at age 73 unless working past that age with less than 10% company ownership
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(9:02) Plan your IRA distributions considering tax implications
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(11:52) Consider a Roth conversion by moving pre-tax retirement funds to a Roth IRA
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(17:54) Use annuities for stable retirement income
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(18:59) Investigate using a QLAC to reduce RMDs, manage taxes, and provide additional income in old age
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