Stop Tax Surprises: RMDs, Inherited IRAs & When to Plan
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Stop Tax Surprises: RMDs, Inherited IRAs & When to Plan
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Most people dread taxes, Ray Kidwell LOVES THEM! Eric Kearney and Ray unpack RMDs, inherited IRAs, and why October is prime time for tax planning.Call 601-THE-FARM or visit https://farmtruckfinancial.com for a complimentary review. You only retire once. Let’s get it right the first time.To discuss tax prep with a locally owned tax service that treats you RIGHT: https://www.kidwelltax.com/ or call 239-992-9299If you’re 60+, juggling Social Security timing, RMDs at age 73, or an inherited IRA, this conversation shows how proactive planning can reduce surprises. Ray explains why “rush planning” in late December limits your options, how a team approach (advisor + tax pro + attorney) keeps money and paperwork aligned, and why answering the phone (year-round!) still matters. Topics include: Florida dual-home pitfalls, forecasting vs. backward-looking tax prep, the 10-year inherited IRA window, and coordinating Roth conversions before RMD age.Guest: Ray Kidwell, EA (Fort Myers & Bonita Springs). Host: Eric Kearney, Retirement Wealth Advisors (SWFL).This content is educational and not individualized tax, legal, or investment advice. Consult your tax professional, financial advisor, and attorney about your specific situation.