Required Minimum Distribution

Ep 085: Tax Planning Tips for the End of 2018

Tax planning tips for the end of 2018
- Tax law changes and what you need to know
- Creative tax planning through charitable giving: The Donor Advised Fund
- Exercising your options in retirement planning: The Roth Conversion
- Tips to taking your Required Minimum Distribution (RMD)
- Did you receive a bonus this year?

Ep 080: What Does Financial Freedom Look Like for You?

What does financial freedom look like for you?
- On your radar: How much do you need, and how to get there
- Reviewing insurance and healthcare needs, taxes, and spousal health
- Staying employable while you’re living independently
- The affect your decision will have on your housing
- Required minimum distribution rules, and when to retire
- Understanding the relationship between your habits and your future