Artwork

コンテンツは The Retirement Fiduciary, Adam D. Koós, and CEPA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、The Retirement Fiduciary, Adam D. Koós, and CEPA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう!

Everything You Need To Know About Required Minimum Distributions (Understanding RMDs)

14:38
 
シェア
 

Manage episode 402346376 series 1037117
コンテンツは The Retirement Fiduciary, Adam D. Koós, and CEPA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、The Retirement Fiduciary, Adam D. Koós, and CEPA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Welcome back to "The Retirement Fiduciary" with Adam Koos. In this episode, Adam simplifies the complexities of Required Minimum Distributions (RMDs), providing insights on when and how much to withdraw. He highlights the penalties of non-compliance with your RMD withdrawal schedule, and demystifies the Uniform Lifetime Table, offering clarity on determining RMDs for the following year. Join us for a concise yet informative discussion, empowering you to make sound decisions about your required minimum distributions and ensuring a secure financial future.

Libertas Wealth: https://bit.ly/3HpmN2o

Subscribe on Apple Podcasts: https://apple.co/3NQHjeO

Subscribe on Spotify: https://spoti.fi/3aTTCse

Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

For more VIDEO podcasts like this one: https://bit.ly/42uevkm

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u

For general financial educational ARTICLES: https://bit.ly/3aP0Ldn

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy

--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan

  continue reading

138 つのエピソード

Artwork
iconシェア
 
Manage episode 402346376 series 1037117
コンテンツは The Retirement Fiduciary, Adam D. Koós, and CEPA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、The Retirement Fiduciary, Adam D. Koós, and CEPA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Welcome back to "The Retirement Fiduciary" with Adam Koos. In this episode, Adam simplifies the complexities of Required Minimum Distributions (RMDs), providing insights on when and how much to withdraw. He highlights the penalties of non-compliance with your RMD withdrawal schedule, and demystifies the Uniform Lifetime Table, offering clarity on determining RMDs for the following year. Join us for a concise yet informative discussion, empowering you to make sound decisions about your required minimum distributions and ensuring a secure financial future.

Libertas Wealth: https://bit.ly/3HpmN2o

Subscribe on Apple Podcasts: https://apple.co/3NQHjeO

Subscribe on Spotify: https://spoti.fi/3aTTCse

Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

For more VIDEO podcasts like this one: https://bit.ly/42uevkm

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u

For general financial educational ARTICLES: https://bit.ly/3aP0Ldn

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy

--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan

  continue reading

138 つのエピソード

すべてのエピソード

×
 
Loading …

プレーヤーFMへようこそ!

Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。

 

クイックリファレンスガイド