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Federal Employees Retirement & Benefits Podcast by CD Financial
The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan.
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Federal Employees Retirement & Benefits Podcast by CD Financial
RMDs Required Minimum Distributions – What? Why? How?
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"Plan for your future now because time waits for no one."
Chapters
0:00 - On today's episode
0:30 - What Are RMDs?
4:41 - Who and How Are RMDs Calculated?
6:00 - Age Requirements for RMDs
7:21 - Why Planning RMDs Early Matters
9:03 - The Importance of Tax Planning
11:11 - Avoiding RMD Penalties
12:43 - Strategies to Reduce or Eliminate RMDs
16:27 - Using QCDs to Satisfy RMDs
23:20 - Health Tip: Stay in Motion
25:42 - Recap: Be Proactive
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.