The 'What's Next?' Retirement Podcast
Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.
The 'What's Next?' Retirement Podcast
Interview with Jay Tompkins, CPA
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Episode: Interview with Jay Tompkins, CPA
Tune in as we discuss:
👉 Why most advisors and CPAs don't 'get' aggressive Roth conversion philosophy, and
👉 How your future RMDs impact your tax return in several ways, and
👉 Why RMDs grow to be so much over time.
Thanks for listening!