Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
4 RMD Mistakes That Could Cost You Thousands in Retirement
Required minimum distributions (RMDs) are an important part of retirement, but simply taking the required amount doesn't mean you're making the best financial decision.
In this episode, Tyler Emrick, CFA®, CFP®, and Walter discuss four common RMD mistakes that could create unnecessary taxes or cause retirees to miss valuable planning opportunities.
You'll learn:
When you can combine RMDs across IRAs and why 401(k)s follow different rules
How qualified charitable distributions (QCDs) can help reduce taxable retirement income
Why inherited IRA rules differ depending on who inherits the account…
The skinny
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