
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
Get every episode summarized
Each time Stay Wealthy Retirement Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers.
These forced withdrawals can be a burden for those who don't need (or want) the taxable income.
Since they are "required," many assume that they don't have any control over their RMDs.
But that's not necessarily the case.
In fact, one of the 5 strategies I'm sharing with you today allows you to delay unwanted (mandatory) distributions well past age 73 😳
Applying these strategies and gaining control of your RMDs can potentially help you:
➤ Lower lifetime taxes
➤ Reduce catastrophic risks
➤ Improve risk-adjusted investment returns
It doesn't matter if you're still working or already taking RMDs—if you want to optimize your long-term plan, you'll enjoy today's episode.
***
FREE RETIREMENT PLANNING RESOURCES:
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.
You'll also receive my weekly retirement newsletter :)
👉 Click here to subscribe and grab your cheatsheets.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
Get every episode summarized
Each time Stay Wealthy Retirement Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Stay Wealthy Retirement Podcast

The Most Overlooked Retirement Decision (It's Not Your Portfolio)
Stay Wealthy Retirement Podcast

The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)
Stay Wealthy Retirement Podcast

The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)
Stay Wealthy Retirement Podcast

Why the Happiest Retirees Spend Their Money Differently
Stay Wealthy Retirement Podcast