Retirement Elevated Podcast with Sean Lee

Episode #3: Required Minimum Distributions

RMDs are a critical part of every single person's retirement plan. The recent passage of The Family Savings Act Of 2018 is going to present people with unprecedented opportunities to save money in regards to their IRAs and RMDs. Sean breaks it all down on today's episode.

Episode #2: Creative Tax Strategies

How you tap into your retirement accounts can really alter your retirement. We'll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

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