Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)
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Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)
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About this listen
Turning 73 could change your financial game plan. Using what tool though?
Marc Hernandez unpacks the mystery behind Required Minimum Distributions (RMDs). You’ll learn why these rules exist and how they might impact your 401(k)s, IRAs, and other retirement plans.
With personal anecdotes and clear guidance, Marc helps take the anxiety out of financial planning, ensuring you won’t be caught by surprise.
Marc discusses:
- RMD Basics: Understand what RMDs are and how they work
- Age Milestones: Discover the “magic numbers” in retirement finance
- Penalty Precautions: Avoid common mistakes that could cost you
- Tax Considerations: Plan smart when accessing your savings
- And more!
Connect with Marc Hernandez:
- LinkedIn: Marc Hernandez
- Marc@MAHFinancial.Biz
- MAH Financial
- (956) 994-0407
Connect with Carlos Lopez:
- LinkedIn: Carlos Lopez
- MAH Financial
- (956) 994-0407
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