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Podcast

Podcast

The Real Retirement Podcast

Join Birchwood Capital President, Stephen Nelson, as he answers your burning questions about retirement.

Listen on your favorite app:

Episodes

The Real Retirement Podcast
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?
by Stephen H. Nelson - Retirement Planner

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.

Should I Be Panicked Over Owing Tax From a 2020 RMD Rollover?
Should I Be Panicked Over Owing Tax From a 2020 RMD Rollover?
March 1, 2021
Stephen H. Nelson - Retirement Planner
How Much Is Your Advisor Costing You?
January 31, 2021
Stephen H. Nelson - Retirement Planner
The Secret to Paying for Large Expenses Tax Efficiently
January 1, 2021
Stephen H. Nelson - Retirement Planner
Three Tax-Saving Strategies From The CAREs Act
December 1, 2020
Stephen H. Nelson - Retirement Planner
Are You A Real Investor?
November 1, 2020
Stephen H. Nelson - Retirement Planner
How Will The Election Affect The Markets?
September 30, 2020
Stephen H. Nelson - Retirement Planner
Intro
September 2, 2020
Stephen Nelson - Retirement Planner
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