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America's Wealth Management Show

RMD Age in 2023: What's Your Required Beginning Date?

27 Mar 2023

Description

There are new rules about Required Minimum Distributions and the RMD age after the SECURE Act 2.0 went into effect on January 1, 2023. RMDs can be very tricky, but it's critical to understand how to plan for them. What are your RMDs going to look like in retirement? Will they influence your taxes or your probability of success? Dean Barber and Logan DeGraeve discuss how to go about doing that and more on America's Wealth Management Show. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 More on this episode: https://barberfinancialgroup.com/rmd-age-for-2023-whats-your-required-beginning-date/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 Downloads: 2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 Tax Reduction Strategies: https://barberfinancialgroup.com/tax-reduction-strategies/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 Videos: Considering RMDs Before & After Retirement: https://youtu.be/gAbLBswC938 Understanding the SECURE Act 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg What Is Tax Planning?: https://youtu.be/vQ9yVdch9aw What Is Tax Diversification?: https://youtu.be/TdsUZfKSrY0 Articles: Tax Rates Sunset in 2026: https://barberfinancialgroup.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 Other Resources: Barber Financial Group Educational Series: https://barberfinancialgroup.com/event-calendar/educational-series/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

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