8 Ways to Reduce Your RMD (Required Minimum Distributions) in retirement

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Is the IRS making you take money out of your IRA so they can tax you on income you don't need? Learn how to decrease your RMDs with these 8 tips!

☎️RETIREMENT ANALYSIS ☎️
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✍ SHOW NOTES & RESOURCES ✍

Show Notes: https://onedegreeadvisors.com/2024/09...

Roth IRA Rules: https://www.irs.gov/retirement-plans/...

RMD Rules: https://www.irs.gov/retirement-plans/...

Additional RMD Rules: https://www.irs.gov/retirement-plans/...

Form 5329 (for 2023): https://www.irs.gov/pub/irs-pdf/f5329...

Video 62 with Pre-Tax Savings? Here's How to Slash Your Taxes:    • 62 with Pre-Tax Savings? Here's How to Sla...  

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
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0:00 - Introduction
1:22 - Method 1
3:52 - Method 2
4:33 - Method 3
5:39 - Method 4
6:49 - Method 5
7:52 - Method 6
8:58 - Method 7
11:19 - Method 8
13:20 - Conclusion