How to Use Your RMD to Create a Tax-Free Inheritance for Your Heirs

These folks are managing quite well, thank you very much, with their Social Security benefits plus a pension and/or some other investment income.

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We used to think of them as the fortunate few: retirees with enough income to live comfortably without having to tap into their qualified retirement plans, such as their IRAs, 401(k)s and 403(b)s.

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Andrew M. Costa
Managing Director and Co-Founder, Global Wealth Management

Andrew M. Costa is managing director and co-founder of Global Wealth Management in Fort Lauderdale. He is co-host of The Global Wealth Show, a financial radio show on 610 WIOD and iheartradio.com. Costa, a recognized professional in the investment management business, also has provided financial insight in "The Wall Street Journal," "USA Today" and "Newsweek," and has appeared on CBS, NBC, ABC and Fox.