A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“Most inherited IRAs are comprised of pre-tax money. When you take a withdrawal, you also have to pay taxes… A simple strategy for limiting the tax hit is spreading the tax hit out over multiple tax years. If timed correctly, a sizeable amount of money can be withdrawn within 13 months while spreading the tax liability across three tax years.” (Ted Erhart, CFP®)
Articles
Don’t Allow Money To Keep You From Your Authentic Life (Justin Castelli, CFP®)
Bautis Financial Advisor Commentary: August 1, 2023 (Marc Bautis)
Financial Tips For Women Over 50: Securing Your Future With Confidence (Philip Weiss, CPA®)
Are You Planning For The Wrong Life? (Justin Castelli, CFP®)
Podcasts
Episode 167 – How Men Can Rekindle and Reignite Their Marriage With Dr. Michael Jaquith (Agent of Wealth Podcast with Marc Bautis)
Videos
INHERITED IRA strategy to limit taxes on big withdrawal (Ted Erhart, CFP®)