David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group.
Episodes
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023
In this episode of the Protect Your Assets podcast, David Hollander discusses the complexities of required minimum distributions (RMDs) from retirement accounts like IRAs and 401(k)s. The episode covers crucial topics such as deferring RMDs, and effective aggregation methods for different accounts. David also explores the ABCs of RMDs, offering practical advice on how to calculate and efficiently withdraw these mandatory distributions. Listeners will gain insights into converting eligible tax-deferred retirement accounts to Roth IRAs, leveraging qualified charitable distributions, and the implications of RMDs on overall financial planning. The show highlights real-world examples and case studies, providing a comprehensive understanding of how RMDs affect retirement planning.
IRS Publication 590: https://www.irs.gov/forms-pubs/about-publication-590-b
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