PLAY PODCASTS
How Can RMDs Create Opportunities In Your Retirement Plan

How Can RMDs Create Opportunities In Your Retirement Plan

The Retirement Solution · Jon Hicks

October 17, 202310m 47s

Audio is streamed directly from the publisher (p.podderapp.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

As we enter the year’s 4th quarter, it's time to think about Required Minimum Distributions (RMDs). With the age for RMDs shifting to 73, it's crucial to understand how these distributions play a role in your plan. What if there was a better way to handle these withdrawals?

 

We hear from Morningstar’s Christine Benz who says for some, RMDs may actually present opportunitiesJon shares his thoughts on the idea, plus insight on strategies that may help mitigate their impact on your savings.

 

Connect with Jon and his team at J Hagan Capital for insight to help diffuse the "tax time bomb" often associated with RMDs, which may also create substantial savings on future taxes and offer more control over your retirement funds.

See omnystudio.com/listener for privacy information.

Topics

retirement solutionjon hicksj hagan capitalretirementretirement planningtaxespersonal financefinancial planningfinancial advisorwealthwealth managementchristine benzmorningstar