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Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA® Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA®

How to Pay Fewer Taxes on Your 401k Withdrawals in Retirement 

When you retire, paying fewer taxes on your 401k withdrawals can help you maximize your savings. By planning and using strategies like Roth conversions, early withdrawals, and charitable giving, you can reduce the tax impact. Explore five ways to minimize taxes on your 401k withdrawals and enjoy more financial freedom in retirement.

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Tax Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA® Tax Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA®

4 Tax-Savvy Charitable Giving Strategies At Year-End

Year-end charitable giving can be both impactful and tax-efficient. Discover four tax-savvy strategies, including donating long-term appreciated assets, bunching donations, using donor-advised funds, and making qualified charitable distributions to reduce taxes while supporting your favorite causes.

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Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA® Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA®

Revisiting the RMD

Wondering how Required Minimum Distributions (RMDs) affect your retirement planning? Our article explains RMD calculations, key deadlines, and changes from the SECURE Act and CARES Act. Discover how these rules impact your withdrawals, taxes, and options like Qualified Charitable Distributions (QCDs).

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