Through the Pines Ep. 17 - How to Structure MONEY in Retirement - Decade of Your 70s
2022-05-27
How to Structure MONEY in Retirement - Decade of Your 70s // Through the Pines
#Podcast: You're retired, now what do you do with your money?
Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure money once retired, and how we can help our parents who are in their 70s better manage their money.
WHAT WE COVER
Once I’m retired, do I put all my investments in cash or does it stay invested?
Required Minimum Distributions (RMD’s) - What are they?
When do RMD's start?
How much do I need to take out of my accounts?
What happens if I don’t take my RMD's?
How does insurance needs change during retirement?
Home Insurance?
Health Insurance/Medicare?
Long-term care Insurance? (In case of a care facility)
SMORE NUMBERS
Do I need to start positioning assets to pass to the next generation?
Reference the Estate Planning Podcasts for:
Trusts
$12.06 million exemption in 2022
Do Roth Conversions make sense?
Contact Info: planwithbaxter.com
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams
Consider supporting the podcast: https://www.buymeacoffee.com/banyanmedia
This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
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