Your Wealth & Beyond

One of the goals of the Your Wealth & Beyond podcast is to arm you with the information to make sound decisions to build your retirement - and decumulate those assets to give you the income you need along the way. Because we’ve received more questions about required minimum distributions (RMDs), we’re tackling this issue across 3 episodes. If you missed it, click here to listen to Part 1, where we went over the basics of what you need to know about RMDs. In this second episode, we dig deep into strategies to reduce and minimize your required minimum distributions and show you how to keep more of the dollars you defer while you make your contributions - and live comfortably along the way. In this podcast interview, you’ll learn: How to roll your IRA into a 401(k) plan, if allowed, to save significant income if you’re still working. Why the HSA is the triple crown of retirement accounts - and how it can be hugely beneficial. How to reposition your money using a Roth to potentially bring down conversion cos