With this complete guide, you will learn everything you need to know about RMDs (Required Minimum Distributions).
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.co/resources-root-financial-partners/
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For more resources and content, check us out below!
Website // https://rootfinancialpartners.com/
Podcast // http://readyforretirement.co/
Instagram // https://www.instagram.com/rootfinancialpartners/
Facebook // https://www.facebook.com/rootfinancialpartners/
LinkedIn // https://www.linkedin.com/company/18347030
Other videos we think you’ll like:
Why I Started Root Financial Partners // https://www.youtube.com/watch?v=4UCGyw4hzzo&list=PL-4sAIB6PwPk3Qejgc2JWINHah2058bBG
How Would You Feel If You Knew You Could Retire Today? // https://www.youtube.com/watch?v=4UCGyw4hzzo&list=PL-4sAIB6PwPk3Qejgc2JWINHah2058bBG
What Makes Our Approach Different? // https://www.youtube.com/watch?v=4UCGyw4hzzo&list=PL-4sAIB6PwPk3Qejgc2JWINHah2058bBG
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