Description

As if Required Minimum Distributions (RMDs) weren’t confusing enough, there have been recent tweaks to the tax code from The SECURE Act, The SECURE Act 2.0 and the CARES Act. So, if you’re close to retirement age, you probably have a lot of questions about this topic (and you’re not alone). In this episode of The Agent of Wealth Podcast, host Marc Bautis does a deep dive into RMDs.

In this episode, you will learn: 

• What a Required Minimum Distribution (RMD) is.
• How a Required Minimum Distribution (RMD) is calculated.
• Why learning about RMDs now is important, even if you’re years away from your 70’s.
• RMD planning opportunities that can mitigate the impact of RMDs. 
• How The SECURE Act 2.0 changed Required Minimum Distribution (RMD) rules.
• And more!

Resources:
Episode Transcript & Blog | Complete the Checklist | 12 Answers to the Most Asked RMD Questions | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000