Episodes
The Real Retirement Podcast
What are the real financial strategies retirees need to know to make their retirement successful? Join Stephen H. Nelson, CERTIFIED FINANCIAL PLANNER™ professional and President of Birchwood Capital, as he helps you retire confidently.
Should I Be Panicked Over Owing Tax From a 2020 RMD Rollover?
This is the number one question I’ve been getting from people who redeposited their RMD from 2020.
The CAREs Act suspended 2020 RMDs and people were allowed to put the money back in. Yet, people are getting 1099-Rs that’s saying they owe taxes!
Is this true? And how do we handle this?
For more content on how to retire confidently head over to: www.birchwoodcapital.com/writings.
January 31, 2021
January 1, 2021
December 1, 2020
November 1, 2020
September 30, 2020
September 2, 2020
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