How do required minimum distributions work? What is the required
minimum distribution age? Should you take RMD from traditional iras, simple iras, sep iras, pretax 401k, or roth 401k?

In today’s video, we are going to talk about Required Minimum
Distributions.

What they are? How they work? What can you do with
them? At the end of this video, you’ll get to know which RMD Strategy
is best for you and how to get the maximum out of your Tax Planning in
retirement.

Learn the tips & strategies to create your secure retirement.

⏰ TIMESTAMPS
00:00 Introduction
1:03 RMD Age
2:03 Understanding Your RMD
4:47 How Are RMDs Taxed?
6:11 401(k)s, 403(b)s, etc..
6:58 Inherited IRAs! (Yes, RMDs apply!)
8:31 RMD Calculators
9:51 Inherited Roth IRA
11:51 Tax Planning
14:31 Eligible Designated Beneficiary
16:58 Charitable Giving Strategies
18:45 RMD Strategy (looking forward)
19:39 Resources & More!
20:08 Work With Us

Free Retirement Checklist Here: https://rootfinancialpartners.lpages....

SUBSCRIBE HERE:    / @rootfp  

_ _

For more resources and content, check us out below!

Website // https://rootfinancialpartners.com/
Podcast // http://readyforretirement.co/
Instagram //   / rootfinancialpartners  
Facebook //   / rootfinancialpartners  
LinkedIn //   / 18347030  

Other videos we think you'll like:

Why I Started Root Financial Partners //    • Why I Started the Ready for Retiremen...  

How Would You Feel If You Knew You Could Retire Today? //    • Why I Started the Ready for Retiremen...  

What Makes Our Approach Different? //    • Why I Started the Ready for Retiremen...