The WealthCast presents:

RMD’s: Required Minimum Distributions

ORIGINALLY POSTED FEBRUARY 4TH, 2021

Today’s podcast is hosted by co-owner, Jason MacGregor and Cory Laird, CERTIFIED FINANCIAL PLANNER™. This episode is all about Required Minimum Distributions or RMD’s. Our hosts talk about what RMD’s are and why they are important as well as some strategies to navigate this topic.

Show Notes

What is an RMD? (01:15)
The Cares Act. (01:51)
The mechanics of a RMD. (02:35)
Penalty for not taking your distribution (03:40)
Strategies for RMDs and minimizing taxes. (05:40)
Qualified Charitable Distribution. (09:30)
Roth Conversions. (12:25)

To learn more about this topic and to get advice from our team of experts, contact us at info@mmwealth.com or sign up for our newsletter.

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