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September 7th, 2021

Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment

  1. Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment James Conole, CFP® 25:50

Our topic on this episode of the Ready for Retirement podcast is about answering multiple questions that have been recently submitted surrounding RMDs (Required Minimum Distributions), Social Security Taxes, Income Annuities, and Dividend Reinvestment.

Questions answered: What are the best strategies to manage RMDs (Required Minimum Distributions)? How should I be determining when to collect Social Security and what can I expect from a tax perspective? When does an income annuity make sense? Should I be reinvesting dividends? What is the best approach for my individual situation?

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Check us out here for more content to help you create a secure retirement: YouTube – Root Financial Partners

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.

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