Comments on: Maximize Retirement Savings: Strategies For Lowering RMDs!

By: @jaynelson8304

@jaynelson8304 — Mon, 12 Feb 2024 22:43:59 +0000

Great video! QCD will keep me in the 12% tax bracket until at least mid to late 80s.

By: @mikeleclerc4174

@mikeleclerc4174 — Mon, 12 Feb 2024 22:26:13 +0000

Eric….what if as in my situation i live with my significant but not married.As she doesn’t have much retirement savings as i we get married around RMD time for me and use the large deduction schedule scheduled

By: @brucesmith6868

@brucesmith6868 — Mon, 12 Feb 2024 21:59:00 +0000

Thanks Eric

By: @Jazzwealth

@Jazzwealth — Mon, 12 Feb 2024 19:29:09 +0000

In reply to @mars_lpv4697. Thank you!

By: @mainerin_texas-gordon-9598

@mainerin_texas-gordon-9598 — Mon, 12 Feb 2024 19:27:08 +0000

Hi Eric, Let’s push the envelope. Say we have everything in a Roth. No pre-tax. No Debt. Yearly income from Social Security is 20K more than you need. No taxes on Social Security at this amount, married filing joint. Not working, no income other than Social Security.
What do you do with the excess cash in retirement? Where is the best place to invest without adding any taxes to Social Security?

By: @mars_lpv4697

@mars_lpv4697 — Mon, 12 Feb 2024 19:03:42 +0000

Great video. Thanks, Eric!

By: @Jazzwealth

@Jazzwealth — Mon, 12 Feb 2024 18:52:10 +0000

In reply to @401KDexters. Thank you!

By: @401KDexters

@401KDexters — Mon, 12 Feb 2024 18:43:24 +0000

Great explanation, Eric. Great content!!

By: @Jazzwealth

@Jazzwealth — Mon, 12 Feb 2024 18:26:14 +0000

Thanks for watching! Did you like the video? Let us know in the comments below! Have a suggestion for a video idea? Let us know below!