Tag: rmds

Ep #74: SECURE Act 2.0 – New Opportunities for RMDs

by Jonathan Bednar | Jan 26, 2023 | Podcast

What the Wealth Episode 74: SECURE Act 2.0 – New Opportunities for RMDs The SECURE 2.0 (Securing a...

Ep #47: Using Qualified Charitable Distributions to Lower Your Taxes

by Jonathan Bednar | Dec 9, 2021 | Podcast

Learn what you should be aware of before you implement QCDs and how this strategy can have a positive effect on other areas of your financial well-being.

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Tag: rmds

Ep #74: SECURE Act 2.0 – New Opportunities for RMDs

Ep #47: Using Qualified Charitable Distributions to Lower Your Taxes

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1-Page Wealth Plan

You shouldn't need a bachelor's degree in Finance to get control of your own finances. This plan puts the most important pieces of your financial life on one sheet of paper. That way, you have a simple strategy to work towards financial freedom without getting overwhelmed.

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Get The FREE Toolkit

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