Discover how to avoid the top 10 mistakes people make with Required Minimum Distributions (RMDs). Learn all about RMD pitfalls and the solutions that can help you maximize your retirement income and master your retirement strategy! Whether you're still planning for retirement or you're already retired, this video is a must-watch.
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0:00 Intro
0:50 Mistake 10: Rolling Over RMDs
1:04 Mistake 9: Husband & Wife RMD Myth
1:46 Mistake 8: Not Taking Enough Liquidity
2:26 Mistake 7: Taking Credit for Withdrawing Excess
3:06 Mistake 6: Thinking You Can Turn Your RMD Into a Roth
3:47 Mistake 5: Making Traditional IRA Contributions After RMDs Have Started
5:14 Mistake 4: Thinking Your Annual QCD is Limited by Your RMD
7:06 Mistake 3: Not Understanding the RMD Aggregation Rule
8:32 Mistake 2: Not Taking an RMD at All
9:50 Mistake 1: Calculating Your RMD Incorrectly
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Music: The Whole World Crashes Down - Astral Orange
Investment advice is offered through Bayntree Wealth Advisors, LLC, a SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Please note that Bayntree Wealth Advisors and its representatives do not give legal or tax advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.