Year End Retirement Strategies MoneyMattersUSA® With Fred Saide podcast

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Innehåll tillhandahållet av Broadcasting Experts, LLC and Fred Saide. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Fred Saide eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

MoneyMattersUSA® with Fred Saide »
Year End Retirement Strategies

5d ago 37:56

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MP3•Episod hem

Innehåll tillhandahållet av Broadcasting Experts, LLC and Fred Saide. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Fred Saide eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.

Reach Fred at 800-593-8188.

Money Matters USA

Money Matters USA-additional website-www.wealthensure.com

See omnystudio.com/listener for privacy information.

… continue reading

101 episoder

Artwork

Year End Retirement Strategies

MoneyMattersUSA® with Fred Saide

published 5d ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Broadcasting Experts, LLC and Fred Saide. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Fred Saide eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.

Reach Fred at 800-593-8188.

Money Matters USA

Money Matters USA-additional website-www.wealthensure.com

See omnystudio.com/listener for privacy information.

… continue reading

101 episoder

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