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Challenges Of Managing RMDs

Challenges Of Managing RMDs

The Savvy Investor Podcast ยท Mike Canet

June 18, 202413m 36s

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Show Notes

Mike dives into how required minimum distributions work and how they can possibly lead to higher tax brackets in retirement. He emphasizes the need to minimize taxes and create tax-efficient income streams.

Mike also touches on the challenges of managing RMDs and the penalties for not taking out the correct amount.

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Topics

tax planningretirementRMDsrequired minimum distributionstax bracketsfinancial advisorretirement plan