How to Prepare for Required Minimum Distributions (RMDs)

It's natural for us to think about how to GET to retirement, but not about how retirement will actually work.

The same is true for saving into a 401k or 403b plan.  Most think about how to invest their 401k and maximize growth.  However, what about the distribution process?  And more importantly, what is the tax impact of those distributions?

Taxes are our clients' #1 expense during retirement, and RMDs play a big part in tax planning.  Naturally, I am a big advocate of having an RMD plan.

We will dive into how RMDs work and how to plan for them strategically.  Thanks for tuning in!

The Planning For Retirement Podcast

Kevin Lao

Welcome to “The Planning for Retirement Podcast,” where we help educate people on how retirement works!

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