New RMD Rules Just Changed Everything — Retirees NEED to See This
Автор: Smart Retirement
Загружено: 2026-01-05
Просмотров: 9048
Описание:
Required Minimum Distributions — or RMDs — are mandatory withdrawals that retirees must take from their Traditional IRAs and 401(k) accounts once they reach age 73 or 75 under the SECURE Act 2.0. In this video, we explain exactly how RMDs work, how the IRS calculates your withdrawal amount, what happens if you miss one, and why these required distributions can create a major tax shock for retirees. Since RMDs are taxed as ordinary income, they can push you into a higher tax bracket, increase Medicare IRMAA premiums, and trigger what many advisors call an “RMD tax time bomb.”
You’ll also learn about smart planning strategies such as Roth conversions before RMD age, Qualified Charitable Distributions (QCDs), and how to avoid paying unnecessary penalties — now 25% if you fail to take your required distribution. If you have a Traditional IRA, 401(k), or rollover account and you’re approaching RMD age, this video will help you understand the rules, avoid costly mistakes, and legally reduce taxes in retirement.
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