If you have tax-deferred retirement savings, you will face required minimum distributions (RMDs) when you reach age 73 or 75 (depending on when you were born).

The trouble is RMDs are not always helpful. In many cases income isn’t needed for RMDs, nor is there an appetite to be taxed on those unwanted distributions.

In this video, Curt covers seven strategies for limiting or even avoiding the sting of required minimum distributions.

00:00 - Start
00:28 – RMD Refresh
01:59 – Just Keep Working
02:55 – Start Withdrawals at Age 59.5
03:45 – Convert to Roth IRA or Roth 401(k)
04:22 – Invest Conservatively
05:24 – Make a QCD
07:05 – Purchase a QLAC
07:37 – Plan Ahead
08:34 – Wrap Up


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Disclaimer: This video is for information and entertainment only. None of the contents should be considered legal, accounting, or other professional advice. You should reach out to a qualified professional before making your own financial decisions.

I try to respond to comments and questions, but I will never provide personal advice through YouTube.

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