Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
The RMD Tax Trap: Required Minimum Distribution Strategies That Lower Lifetime Taxes
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Required Minimum Distributions (RMDs) are not just mandatory withdrawals — they are forced taxable income that can quietly reshape your retirement tax picture.
Higher income from RMDs can trigger increased marginal tax rates, IRMAA surcharges, greater Social Security taxation, and long-term compounding tax consequences — especially for married couples navigating the widow/widower tax penalty.
In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about RMD tax planning as a…
The skinny
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