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That “million‑dollar” 401(k) may not be as big as it looks once Uncle Sam has his say. In this episode of The Big Easy Finance Show, Robert Tanner breaks down required minimum distributions (RMDs), why they exist, and how taxes, penalties, and timing can dramatically change retirement outcomes. The discussion explores the history behind tax‑deferred accounts, common RMD mistakes, the cost of missing withdrawals, and why ongoing portfolio reviews matter. It’s a numbers‑driven look at taxes, strategy, and what many retirees don’t realize until it’s too late.
Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.
Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.
See omnystudio.com/listener for privacy information.
By Robert TannerThat “million‑dollar” 401(k) may not be as big as it looks once Uncle Sam has his say. In this episode of The Big Easy Finance Show, Robert Tanner breaks down required minimum distributions (RMDs), why they exist, and how taxes, penalties, and timing can dramatically change retirement outcomes. The discussion explores the history behind tax‑deferred accounts, common RMD mistakes, the cost of missing withdrawals, and why ongoing portfolio reviews matter. It’s a numbers‑driven look at taxes, strategy, and what many retirees don’t realize until it’s too late.
Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.
Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.
See omnystudio.com/listener for privacy information.