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RMD Strategies for Before and After Retirement

One of the most important aspects of retirement planning is starting early. But for the people who take the DIY retirement planning approach, there’s one thing that can easily be overlooked: Required Minimum Distributions. There have been some major changes with RMD rules over the past few years, so we’re going to review those and discuss RMD strategies before and after retirement. Timestamps: 00:00 – Introduction 01:20 – What Is an RMD? 05:57 – Roth vs. Traditional and the Tax Time Bomb 07:20 – Roth Conversions 11:40 – Qualified Charitable Distributions 17:43 – Paying Tax on the Seed vs. the Harvest 21:42 – What We Learned Today Roth Conversion Case Studies: https://bit.ly/3NWZS3e Tax Reduction Strategies: https://bit.ly/3RUWeI3 Become a Rothaholic!: https://bit.ly/3NUoZDG Financial Planning Tool: https://bit.ly/3Scawp4 Meet with Us: https://bit.ly/48EOhOa Understanding SECURE 2.0 with Ed Slott:    • Understanding the SECURE Act 2.0 | Ep...   Roth vs. Traditional with Corey Hulstein, CPA and Bud Kasper:    • Roth vs. Traditional - What's Best? |...   Maximizing In-Plan Roth Conversions for 401(k)s:    • Maximizing In-Plan Roth Conversions f...   Considerations for Retirement Before Ages 62 & 65:    • Considerations for Retiring Before 62...   What Is a QCD?:    • What Is a QCD? Qualified Charitable D...   How Does a Roth IRA Grow?:    • How Does a Roth IRA Grow? - America's...   Must-Knows for Couples Retirement Planning:    • Must-Knows for Couples Retirement Pla...   ________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.