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
What are RMDs? Why RMDs? and How to Tax Plan RMDs
You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"If you don’t make a plan for your money, someone else will – and it’s usually Uncle Sam."
Chapters
0:00 - Introduction
0:30 - What Are RMDs?
1:15 - Why RMDs Are Mandatory
1:29 - Key Birth Year RMD Thresholds
2:00 - Avoiding IRS Control Over Your Money
2:35 - Roth IRA Benefits for Heirs
3:21 - Building a Tax-Smart Retirement Plan
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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.