What are required minimum distributions (RMDs)? How will they impact you? How do we account for them? Too many financial advisors neglect to help their clients plan for RMDs. I am not one of them. I cover the basics that you need to know in this episode of Retirement Made Easy.

You will want to hear this episode if you are interested in...

• [1:54] Carefully choose the people you take advice from
• [5:29] Something you need to know about 401ks
• [9:47] The basics of required minimum distributions
• [13:28] Why you want to work with a professional
• [15:22] The various ways you can take distributions
• [19:07] Know that the time is coming and plan for it
• [20:46] RMDs for inherited accounts are different

Resources & People Mentioned

• 3 Steps to Retirement Planning
• 2024 Tax Guide
• RMD Calculator
• Qualified Charitable Distribution

Connect With Gregg Gonzalez

• Email at: [email protected]
• Podcast: https://RetirementMadeEasyPodcast.com
• Website: https://StLouisFinancialAdvisor.com
• Follow Gregg on LinkedIn
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• Follow Gregg on YouTube

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