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Are you in a position that you would rather not take your Required Minimum Distributions (RMD) but instead leave it to your heirs?  Let Brighton Advisory Group help you strategize on how you might be able to accomplish this.

 

Additionally, the RMD may create larger Medicare premiums due to the increased Modified Adjusted Gross Income or MAGI. Let Brighton Advisory Group look at how we might be able to help you prioritize funding of HSA accounts, (2) shift current 401(k) contributions to an after-tax Roth, (3) help create Roth conversions, and (4) explore asset locations that places lower returning asset classes in tax deferred accounts.

Free Consultation

5704 Lindley Ave, Encino CA, 91316

info@brightonadvisory.com  /  Tel. 818.342.9950

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