Posts by Financial Design Studio, Inc.
Episode 62: How to Plan for RMD Taxes
In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!
Read MoreHow to Plan for Your Upcoming RMDs [Video]
In this video, learn how near retirees can use different planning windows to minimize taxes on their upcoming RMDs.
Read MoreFDS Newsletter: First Quarter 2025
FDS Newsletter: First Quarter 2025 | DOGE Impact on the Market | Webinar Invite | Team Interview with Michelle!
Read MoreHow Much Employer Stock Do You Own? [Video]
In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.
Read MoreEpisode 61: A Crash Course on Equity Compensation
In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.
Read MoreFDS Webinar on DOGE, the Economy, and Your Investments
We will cover a high level update on DOGE and then help you understand how that affects the economy and most importantly your investments.
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