#retirementplanning #rmds #requiredminimumdistribution #financialplanning
Welcome to the Financial Beat YouTube channel! In today's video, we're going to break down the basics of Required Minimum Distributions (RMDs), their age requirements, and illustrate their potential effects on your retirement plan.
If you're in your 50s or early 60s, RMDs may not be on your radar just yet. However, as you progress through your retirement journey, they become an important topic of discussion, especially in your mid-60s and beyond.
Join us as Logan explains why it’s important to anticipate the challenges posed by RMDs and establish a game plan that suits your unique circumstances. By developing a comprehensive plan that includes Roth conversions, tax planning strategies, and other approaches, you can better navigate the impact of RMDs.
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0:00 - Intro
1:17 – What is an RMD?
2:12 – How an RMD could look
4:23 – Planning ahead to eliminate frustration
5:13 – Understanding the ins and outs of RMDs is important
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