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In this episode, Ben Taatjes and Jonathon Shofner walk through one of the most common questions retirees face: when and how to take required minimum distributions. They share practical guidance on whether to take your RMD all at once or spread it out, how these decisions can affect your taxes, and how strategies like Roth conversions and charitable giving can fit into your overall plan—helping you feel more confident and in control of your retirement income.
By Stewards Planning GroupIn this episode, Ben Taatjes and Jonathon Shofner walk through one of the most common questions retirees face: when and how to take required minimum distributions. They share practical guidance on whether to take your RMD all at once or spread it out, how these decisions can affect your taxes, and how strategies like Roth conversions and charitable giving can fit into your overall plan—helping you feel more confident and in control of your retirement income.