Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrRetirement.

Ready to lower your lifetime taxes? Looking for clarity around rules around gifting money to your kids? Unsure of whether you should keep your money in a traditional IRA or convert it to a Roth IRA? You’re not alone!

In this episode, I answer these listener-submitted questions and provide some real world examples of how you might apply this information.

• How to lower Required Minimum Distribution RMD taxes over time (1:04)
  
• Annual Gifting Limit: What’s the number and how does it work? (5:50)
  
• Should I Roth convert if I already have a lot of non-IRA investments? (11:16)
  

If you’ve got a question to ask me for the next Q&A, type it into the yellow box on the right.

Subscribe to Retirement Revealed to get new episodes every Wednesday.

Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337

Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify 

Connect With Jeremy Keil:

• Keil Financial Partners
  
• LinkedIn: Jeremy Keil
  
• Facebook: Jeremy Keil
  
• LinkedIn: Keil Financial Partners
  
• YouTube: Retirement Revealed
  
• Book an Intro Call with Jeremy’s Team
  

Disclosures:

Content

Results and figures presented within the above links are hypothetical, unaudited and are intended for illustrative purposes only.

Liability

Keil Financial Partners assumes no liability or responsibility for any errors, omissions, or other issues with the links and their respective contents. This includes both the website content and any potential bugs, viruses or other technical threats.

No Tax Advice

Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.

No Investment Advice

The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.

Investment Risk

Investments may increase or decrease significantly. All investments are subject to risk of loss.

General Disclosure

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Please visit our website www.keilfp.com for important disclosures.