Jeff Roediger -- Replacing Wall Street With Main Street
Jeff Roediger
82 episodes
5 months ago
In Chapter 11 of The Informed Fed, “Understanding Required Minimum Distributions (RMDs),” Jeffrey Roediger and Bryant Stone break down RMD rules, recent changes under Secure Act 2.0, and strategies like Roth conversions to reduce tax burdens and maximize retirement savings. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@to...
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In Chapter 11 of The Informed Fed, “Understanding Required Minimum Distributions (RMDs),” Jeffrey Roediger and Bryant Stone break down RMD rules, recent changes under Secure Act 2.0, and strategies like Roth conversions to reduce tax burdens and maximize retirement savings. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@to...
Five Important Decisions When Implementing Your Will and Trust with Fiduciary Ken Orenstein
Jeff Roediger -- Replacing Wall Street With Main Street
17 minutes
3 years ago
Five Important Decisions When Implementing Your Will and Trust with Fiduciary Ken Orenstein
Join Host Jeff Roediger and Special Guest Financial Fiduciary Ken Orenstein as we discuss the five questions you need to answer before finalizing your Estate Plan (Will and Living Trust). "Everyone has an estate plan.... unless you implement your own it is called the "Government's Plan"" Regardless of how many assets you have, It is important to control your legacy.
Jeff Roediger -- Replacing Wall Street With Main Street
In Chapter 11 of The Informed Fed, “Understanding Required Minimum Distributions (RMDs),” Jeffrey Roediger and Bryant Stone break down RMD rules, recent changes under Secure Act 2.0, and strategies like Roth conversions to reduce tax burdens and maximize retirement savings. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@to...
