• RMD's and Tax Free Options

  • Nov 19 2023
  • Length: Less than 1 minute
  • Podcast

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RMD's and Tax Free Options

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  • Summary

  • In this episode, we'll discuss required minimum distributions (RMDs) and explore tax-free options to help you minimize your tax burden in retirement. We'll cover the basics of RMDs, when they start, and how they're calculated. We'll also discuss qualified charitable distributions (QCDs), a strategy that allows you to directly transfer funds from your IRA to qualified charities without having to pay taxes on the distribution. Finally, we'll touch on Roth conversions, a strategy that can help you convert your traditional IRA into a Roth IRA and avoid RMDs altogether.
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