Ep 8 - RMDs

23/06/2025 6 min Temporada 1 Episodio 8

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Episode Synopsis

In this episode, Dave Grant discusses the intricacies of Required Minimum Distributions (RMDs) from retirement accounts, including IRAs and 401(k)s. He explains the rules surrounding RMDs, the importance of planning for them, and strategies to manage tax implications effectively. The conversation emphasizes the need for proactive financial planning as individuals approach retirement age, particularly regarding the timing and amount of withdrawals from retirement accounts.