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The ABC's and 123's of RMDs!
In this episode of Golden Years, Mark discusses the intricacies of Required Minimum Distributions (RMDs) that retirees must navigate starting at age 73. He explains the importance of understanding RMDs, the potential penalties for non-compliance, and the benefits of early planning. The conversation also covers the advantages of converting traditional IRAs to Roth IRAs to avoid RMD obligations and explores various investment strategies, including the role of bonds and alternative investments in a retirement portfolio.
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By Mark CordnerIn this episode of Golden Years, Mark discusses the intricacies of Required Minimum Distributions (RMDs) that retirees must navigate starting at age 73. He explains the importance of understanding RMDs, the potential penalties for non-compliance, and the benefits of early planning. The conversation also covers the advantages of converting traditional IRAs to Roth IRAs to avoid RMD obligations and explores various investment strategies, including the role of bonds and alternative investments in a retirement portfolio.
Are You Ready to Embrace Your Golden Years?
Schedule an Appointment
Check out our Newsletter!
Social Media: Facebook LinkedIn YouTube
See omnystudio.com/listener for privacy information.