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Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare

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Manage episode 477570839 series 2643568
Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the goal of keeping more money in your pocket and building a retirement plan that works for your life.

Here’s some of what we discuss in this episode:

📉 How to shrink your future RMD tax bill

💸 Emergency fund strategy: 3 months, 6 months, or more?

🛡️ Smarter alternatives to traditional long-term care insurance

🔍 Why your unique situation drives your financial strategy

🧭 Planning retirement with purpose and vision

Want to get in touch with Mark?

https://retirementhuddle.com/ [email protected] 888-511-7526

  continue reading

123 episodes

Artwork
iconShare
 
Manage episode 477570839 series 2643568
Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the goal of keeping more money in your pocket and building a retirement plan that works for your life.

Here’s some of what we discuss in this episode:

📉 How to shrink your future RMD tax bill

💸 Emergency fund strategy: 3 months, 6 months, or more?

🛡️ Smarter alternatives to traditional long-term care insurance

🔍 Why your unique situation drives your financial strategy

🧭 Planning retirement with purpose and vision

Want to get in touch with Mark?

https://retirementhuddle.com/ [email protected] 888-511-7526

  continue reading

123 episodes

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