I hope you're having a great week. In case you missed it, here is the live training we did last Sunday on "How to calculate your first RMD and lower your taxes."
You can click on the image above or here to watch.
Even if you're not 70.5 years old yet and required to take your required minimum distributions from your retirement accounts, I still think you will find the training highly beneficial.
Here are some of the topics we cover:
-How to use the IRA minimum distribution table to calculate your first RMD (Getting this wrong could be a 50% tax penalty!)
-6 ways to lower your tax liability in the years ahead of RMD's so you can pay the minimum taxes required
-Should you take the money out of all your IRA accounts separately or together?
-Questions from the live attendees like 'Should I leave my money in my 401k or roll it to an IRA to begin distributions?'
and much more!
I really hope you enjoy the training and it helps you on your retirement journey. If you would like to discuss your retirement planning strategy, tax reduction strategies, or anything else pertaining to retiring with confidence, I would love to chat with you.
You can schedule a complimentary consultation here or go to kisplanning.com/apply
To your wealth,
Jason J. Hamilton, CRPC®
Keep It Simple Financial Planning
P.S. If you're not a member of my free Facebook group for people planning for retirement, I highly recommend you join us here.
By joining the group, you'll be able to learn from and interact with over 2,000 members planning for retirement and you'll also be able to ask your questions and learn from our live training since I don't send them all out through email. Request to join here.