About this episode

Deb and Laurie discuss retirement planning, focusing on decumulation strategies, tax implications, and the importance of financial planning for a fulfilling retirement.

In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of structured decumulation, tax strategies, and finding purpose post-retirement. They explore the implications of IRMA surcharges, RMDs, and the benefits of Roth conversions, while also addressing the challenges and opportunities of running a business in retirement. The conversation highlights the need for comprehensive financial planning to ensure a secure and fulfilling retirement. Reach out to Deb and Laurie at  800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show See omnystudio.com/listener for privacy information.

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