Do Annuities Have RMDs?
Retire For Less With The Annuity Expert · Shawn Plummer
Audio is streamed directly from the publisher (content.rss.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
If you own an annuity, you might be wondering how the IRS Required Minimum Distribution (RMD) rules apply to your account. In this video, Shawn Plummer from The Annuity Expert breaks down exactly when you have to take RMDs, and more importantly, when you don't.
Shawn explains how the rules differ between Qualified (IRA) Annuities, Non-Qualified Annuities, and Roth IRA Annuities. He also answers the common question: "Can I take my entire RMD from just one of my IRA accounts?"
Finally, Shawn shares four powerful wealth-preservation strategies for retirees who don't actually need their RMD money to live on, including how to use Enhanced Death Benefits and Asset-Based Long-Term Care to protect your family's inheritance from taxes.
📖 Read our full guide on Annuity RMD Rules & Strategies here:
https://www.annuityexpertadvice.com/annuity-basics/taxes/rmds/
📞 Want to discuss how to optimize your RMD strategy? Call us at: 770-755-1565