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Barbservations from Three Retirement-Focused Webinars

Money Talk

I recently attended three webinars related to retirement planning. One discussed required minimum distribution (RMD) rules, the second, retirement planning in general, and the third, the FIRE ( F inancial I ndependence, R etire E arly) movement. Use of RMD Withdrawals - A chunk will pay income taxes.

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Family Office Tax Webinar Replay: Compensation Strategies

McDermott Will & Emery Employee Benefits

Taxes can have a significant impact on family offices, influencing decisions around structure, investing and overall planning strategies. McDermott’s Family Office Tax webinar series explores the latest trends and guidance on tax planning for family offices and identifies opportunities to optimize tax efficiency.

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Retirement and Taxes: "To" and "Through" Planning

Money Talk

If you picture retirement planning and taxes as a Venn Diagram, there is lots of overlap between these two areas of personal finance. This is true both during one’s working years (when taxpayers are saving for retirement) and later, when people are older and withdrawing taxable income from tax-deferred accounts.

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Financial Security and Happiness in Later Life: Reflections from Recent Webinars

Money Talk

I recently attended a number of webinars about retirement planning. This includes topics of interest to older adults in later life such as required minimum distributions (RMDs), taxes on Social Security benefits, and Medicare premiums. Key risks in retirement include longevity, health care expenses, taxes, and inflation.

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Individual Retirement Accounts: What You Need to Know

Money Talk

The 2023 income tax filing deadline is only days away (April 15, 2024 in most of the U.S.). It will be a busy weekend for many taxpayers and tax preparers who are filing tax returns or tax filing extensions. money that has been taxed) and can be withdrawn at any time for any reason tax-free and penalty-free.

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Thirteen Miscellaneous Financial Nuggets from Recent Webinars

Money Talk

It’s that time again…time to recap “nuggets” from recent webinars and conferences that I attended. Below is a list, in no particular order, of insights, facts, and recommendations that stood out to me as being original, significant, and/or useful: New Definition of Retirement- The word “retire” does not necessarily mean “stop working.”

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Can Farmers Ever Afford to Retire?

Money Talk

In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. My segment of their six-week class series was called Can Farmers Ever Afford to Retire? One of my Money Talk clients is my long-time employer, Rutgers Cooperative Extension.

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