Required Minimum Distributions (RMDs) can impact taxes, Medicare premiums, and cash-flow in retirement. In this episode, Ken Moraif and Jeremy Thornton explain when RMDs start (age rules), how the penalties work, and practical ways retirees plan ahead—like tax-bracket management, Roth conversions, qualified charitable distributions (QCDs), spousal planning, and timing tactics that help you stay organized and invested. RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an ...
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Required Minimum Distributions (RMDs) can impact taxes, Medicare premiums, and cash-flow in retirement. In this episode, Ken Moraif and Jeremy Thornton explain when RMDs start (age rules), how the penalties work, and practical ways retirees plan ahead—like tax-bracket management, Roth conversions, qualified charitable distributions (QCDs), spousal planning, and timing tactics that help you stay organized and invested. RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an ...
🎯 The Four Stages of Your Financial Life Cycle: Where Do Most People Fail? Retirement doesn’t happen by accident—it’s a journey that unfolds across four critical stages: Earning, Accumulation, Protection, and Legacy. In this episode of the Retirement Planners of America Podcast, Ken Moraif and Jeremy Thornton break down each phase and reveal where most people go wrong—and how you can avoid costly mistakes. 💡 What You’ll Learn: ✔ The financial goals you should focus on during your earning ye...
The Retirement Planners of America Podcast
Required Minimum Distributions (RMDs) can impact taxes, Medicare premiums, and cash-flow in retirement. In this episode, Ken Moraif and Jeremy Thornton explain when RMDs start (age rules), how the penalties work, and practical ways retirees plan ahead—like tax-bracket management, Roth conversions, qualified charitable distributions (QCDs), spousal planning, and timing tactics that help you stay organized and invested. RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an ...
