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Podcast: Money Matters by Allworth Financial
Episode: Smart Tax Strategies for High Net Worth Investors
Description: In this episode of Money Matters, Scott and Pat break down real-world tax strategies for high net worth investors dealing with multi-million dollar IRAs, brokerage accounts, and rising future tax liabilities. They walk through detailed listener cases—including a couple with over $18 million in assets trying to minimize RMD taxes, IRMAA surcharges, and legacy tax burdens—while sharing actionable tax strategies for high net worth investors.
Here’s what you’ll learn:
How to handle upcoming RMDs on multi-million dollar retirement accounts
Why Roth conversions may have limited impact at higher income levels
How gifting appreciated assets c...