Avoiding the RMD Tax Bomb

Monday, March 10, 2025 28 views

Jesse Fulton interviews Kirk Ito, from IFA's Financial Planning department, to break down strategies to minimize the tax impact of annual Required Minimum Distributions (RMDs) from retirement accounts.  RMDs are mandatory withdrawals that individuals aged 73 (or 72 if you turned 72 before 2023) must take from traditional IRAs, 401(k)s, and other qualified retirement plans.

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