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Required minimum distributions (RMDs) can be quite burdensome. The IRS mandates withdrawals from your retirement accounts, even if you don’t need the funds, potentially pushing you into a higher tax bracket. However, there are strategies to mitigate your RMD tax burden. Withdraw Early from Your IRA Taking larger distributions in the early years of retirement…
Over the past few decades, the investment landscape has been characterized by declining interest rates, low inflation, and globalization. However, this is now changing. Interest rates are at a 23-year high, inflation remains elevated, and globalization is facing headwinds. Additionally, geopolitical tensions have increased. And despite the highest Federal Reserve policy rate in 23 years,…
Market Expectations: Investors are keenly observing the Federal Reserve’s actions amid concerns about rising inflation. Historically, the Fed has responded to inflation by adjusting interest rates, and many anticipate a similar move in 2024. However, the Fed’s decisions are influenced by a range of economic indicators, including employment numbers and GDP growth, not just inflation…