How to Avoid the RMD Tax Trap

Описание: Required Minimum Distributions (RMDs) can push you into the highest tax bracket of your life—just when you thought retirement meant freedom. In this video, Ryan Knoll, CFP®, explains the RMD Tax Trap and three proven strategies to avoid it:

✅ Roth Conversions before RMD age
✅ Qualified Charitable Distributions (QCDs) up to $108K/year
✅ Tax-Efficient Withdrawal Sequencing

With smart planning, you can reduce taxes, protect your Social Security, avoid Medicare surcharges, and leave a better legacy for your heirs.

📌 Watch until the end for real-world examples and actionable steps to keep more of your retirement income.

🔗 Resources:
Book a consultation: https://www.navwealthpartners.com/pro...
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