In today’s video, I’m focusing on the 3 most important things I try to convey to my clients before starting IRA withdrawals, and especially before starting those required minimum distributions at age 72:
-- Timing of the withdrawal matters
-- Avoid paying taxes with qualified charitable distribution (QCD)
-- The biggest mistakes you’re making with your IRA withdrawals
If you understand IRA withdrawal basics and how they’re taxed, you’re going to be able to make smarter decisions with your IRA withdrawals.
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! :)
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About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the One Minute Retirement Tip wherever you listen to podcasts:
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Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
[ Ссылка ]
#IRAwithdrawal #RMD #RequiredMinimumDistributions
Disclosure: [ Ссылка ]
What You Need To Know Before Starting IRA Withdrawals
Теги
yt:cc=onbusiness exit planningmoneyfinancial advisorretirementpersonal financewealth managementfee only financial advisorfinancial plannerinvestingfinancefinancial planningretirement planningsaving moneyRMDrequired minimum distributionsrequired minimum distribution from 401krequired minimum distribution irarequired minimum distributions 2021ira investment strategyira withdrawal rulesira withdrawal strategyavoid tax on ira distribution