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

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 7 September 2021

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

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? ...

Transcript

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0:00.0	Discover the tips and strategies that will help you achieve your retirement goals.
0:09.3	I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.
0:14.6	It all starts right here on Ready for Retirement. for retirement.
0:29.3	Hi, everyone, and welcome back to another episode of Ready for Retirement.
0:33.5	I'm your host, James Cannell, and excited to be here with you for another day.
0:37.6	Before we jump in, I announced it last week, but wanted to send a reminder, maybe you weren't listening last week, but there is now a YouTube channel. There actually has been for some
0:41.3	time, but it's actually now getting some more consistent content that making an effort to
0:45.4	post a new video to once per week. So if you enjoy watching content on YouTube as opposed to
0:51.9	listening to it on a podcast, or in addition to listening to it on a podcast or in addition to listening
0:54.2	it on a podcast check out our YouTube channel. You can find that by going to YouTube and
0:59.0	searching for root financial partners, which is the name of my financial planning company.
1:03.1	And there is content on there dedicated to retirement planning. So a lot of it is very similar
1:08.8	to what we talk about on these episodes. Some of it's a more
1:11.0	concise form. Some of it's totally different. So go there for some other resources and make sure
1:16.6	that you subscribe so that you can get all the best retirement planning, at least in my opinion,
1:22.3	all the best retirement planning information that you can possibly get. So with that being said,
1:27.3	today's episode, I get quite a
1:28.9	lot of bit of feedback from you as we're listening. And by the way, thank you very much to
1:32.6	everyone who's written in. I love getting to share emails or just share correspondence. It's a lot
1:37.4	of fun to be able to connect with you. And I'll get a lot of questions. And some of these questions,
1:41.5	we can spend an entire episode addressing because it's a very
1:44.7	thorough question or something that takes quite a bit of time to go through. Other times, I get
	...

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