Expert Tips to Minimize Retirement Taxes in 2024

The Retirement Guide / Retirement Planning Education

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Join George Jameson, CFP®, MBA, founder of Capital Wealth Group, as he delves into strategies to minimize taxes on your retirement savings in 2024. In this episode, George covers the essentials of understanding retirement accounts, leveraging Roth IRAs, planning for required minimum distributions (RMDs), and implementing tax-efficient investment strategies. He also discusses the importance of state tax implication and income distribution tactics. Tune in to learn how to optimize your tax benefits and maximize your retirement income.

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. This is for education only. It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

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