11-5-25 6 Moves You Should Make Now Before RMD's Start

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5d ago 42:25

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Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you’re not prepared. In this episode, we break down six smart financial moves to make before RMDs begin at age 73, so you can stay in control of your taxes, income, and investment strategy. Whether you’re approaching RMD age or helping a parent prepare, this episode gives you the tools to protect your wealth and avoid common retirement pitfalls. 0:19 - Winners & Laggards in Earnings Season 4:30 - Earnings Season Beats Are Not Being Rewarded 9:39 - Time to Think About Taxes and RMD's 14:34 - Changes to RMD Rules 17:16 - Tapping the IRA First 20:01 - Qualified Charitable Distributions (QCD) 22:12 - RMD Deferral 25:43 - The Backdoor Roth 27:00 - Tax Savings with 401k 29:25 - The Retirement "Smile" 32:35 - When's the Best Time to Take RMD? 36:24 - Special Considerations 37:46 - Adulting at the Library Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- The latest installment of our new feature, Before the Bell, "Earnings Beat, Stocks Drop" is here: https://www.youtube.com/watch?v=6B2pV8tKyHw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Smart or Risky? How Investors Are Adapting to Today’s Markets," is here: https://www.youtube.com/watch?v=GyKGGi6LSV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketUpdate #EarningsSeason #StockMarket #RiskManagement #Investing #RetirementPlanning #FinancialAdvice #TaxStrategy

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