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Stop Paying RMD Taxes: How To Avoid Costly RMD Mistakes

Stop Paying RMD Taxes: How To Avoid Costly RMD Mistakes

Update: 2024-09-25
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No one wants to pay taxes - not before retirement, and certainly not IN retirement.


Today we are going to talk about Required Minimum Distributions and how to minimize the tax consequences of those RMDs.


The truth about taxes in retirement is very different from what we are led to believe online…


It’s very easy to feel like there is a “tax bomb” somewhere in your future.


It would be reasonable for that “tax bomb” to instill fear in you.


But the reality is that fear - especially when it comes to taxes - often leads to decisions with consequences that we may not always be clear about.


I'm going to illustrate this using a story.

If you found this episode helpful, subscribe so you don't miss any future episodes.


Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.


Eric Amzalag, CFP®, RICP®

_ _

Want help with your Retirement Plan?

Schedule a free consultation

Email me: Eric@thepeakfp.com


Visit my Youtube Channel


#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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Stop Paying RMD Taxes: How To Avoid Costly RMD Mistakes

Stop Paying RMD Taxes: How To Avoid Costly RMD Mistakes

Eric Amzalag