RMD Roadmap
Автор: Agemy Financial Strategies
Загружено: 2025-11-14
Просмотров: 22403
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🧾 Your 2025 RMD Roadmap: Avoid the 25% Penalty & Plan Smarter
Confused about Required Minimum Distributions (RMDs)? You’re not alone - and the rules are changing again in 2025.
In this episode of Financial Strategies, Andrew and Daniel Agemy break down:
✅ New RMD age rules: 73, 75… what applies to you?
✅ How to avoid the 25% penalty for missing your RMD
✅ What beneficiaries of inherited IRAs must know before 2025
✅ The Roth 401(k) rule change that could save you money
✅ How to legally reduce your future RMDs with smart tax planning
✅ Why a $47,000 tax-free income threshold could open Roth conversion opportunities
📣 Bonus: Learn why Wall Street doesn’t want you withdrawing your money - and how to reclaim control.
🎁 Request your free educational tools:
Common Sense Income Strategies (Book)
RMD Readiness Checklist
Retirement Readiness Report
📞 Call 800-725-7616 or visit agemy.com
#RMD2025 #FinancialStrategiesPodcast #RothConversion #TaxPlanning #RetirementReady #RequiredMinimumDistributions #StayRetired
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