Everything You Need to Know About: Required Minimum Distributions (RMDs) скачать в хорошем качестве

Everything You Need to Know About: Required Minimum Distributions (RMDs)

Learn the essentials of Required Minimum Distributions (RMDs) with experts from Sensible Money, covering rules, strategies, and potential complications. SUBSCRIBE to our channel for more retirement insights: https://www.youtube.com/c/Sensiblemon... Dana Anspach and Julio Lopez Brito from Sensible Money explain Required Minimum Distributions (RMDs), their rules, and strategies for tax efficiency. Understand the basics, the complexities of annuities, Roth conversions, and the still-working exception to make informed retirement decisions. What to watch next: “Understanding Pension Payout Options”    • Understanding Pension Payout Options   Related links: FREE REPORT: 4 Things Near Retirees Must Know About the 4% Rule https://www.sensiblemoney.com/four-pe... FREE REPORT: 10 Worst Money Moves for Near Retirees https://www.sensiblemoney.com/retirem... Control Your Retirement Destiny: Download Chapter 1 for Free https://www.sensiblemoney.com/control... For more expert insights and personalized retirement planning, visit our website: https://www.sensiblemoney.com/ Schedule a complimentary consult: https://www.sensiblemoney.com/premeet... 00:00 - Introduction to Required Minimum Distributions 01:17 - What Are RMDs and When Do They Start? 01:53 - Calculating Your RMD Amount 03:48 - RMD Complications and Aggregation Rules 06:02 - Alternative Distribution Strategies 07:28 - RMDs and Annuities Explained 09:58 - Still Working Exception for RMDs 13:23 - Opportunities and Planning with RMDs #RetirementPlanning #FinancialRetirementPlanning #RMDs DISCLOSURES This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.