Retirement Planning: Master Your RMDs and Taxes

A financial advisor can help you prepare for RMDs long before the first withdrawal is due. By projecting how large those distributions may be, you can evaluate strategies such as completing Roth conversions during lower-income years or drawing down a traditional IRA earlier in retirement to reduce future RMDs and their potential effect on taxes and Medicare premiums. #RMDs #requiredminimumdistribution #retirement #financialplan

Added 28 Jul 2026