Navigating the Retirement Risk Zone

Stop Paying RMD Taxes: How To Avoid Costly RMD Mistakes


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No one wants to pay taxes - not before retirement, and certainly not IN retirement.


Today we are going to talk about Required Minimum Distributions and how to minimize the tax consequences of those RMDs.


The truth about taxes in retirement is very different from what we are led to believe online…


It’s very easy to feel like there is a “tax bomb” somewhere in your future.


It would be reasonable for that “tax bomb” to instill fear in you.


But the reality is that fear - especially when it comes to taxes - often leads to decisions with consequences that we may not always be clear about.


I'm going to illustrate this using a story.

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Eric Amzalag, CFP®, RICP®

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Navigating the Retirement Risk ZoneBy Eric Amzalag