Top Retirement Mistakes: RMD Mistakes That Can Cost You – 7.9.26
About this episode
This episode discusses common mistakes related to Required Minimum Distributions in retirement planning and strategies to avoid costly errors.
TOP RETIREMENT MISTAKES RMD MISTAKES THAT CAN COST YOU WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa Hall speaks with BWFA Senior Financial Planner Thad Ismart about Required Minimum Distributions (RMDs) and common mistakes that can create unexpected taxes and penalties. They also discuss rollover rules and strategies that can help retirees avoid costly errors. This episode is part five of BWFA’s Top Retirement Mistakes series, which explores common retirement planning mistakes and strategies to help avoid them. To learn more about retirement planning, visit our Financial Planning page. Read Full Description Required Minimum Distributions are an important part of retirement planning, but misunderstanding the rules can lead to unnecessary taxes and penalties. In this episode of Healthy, Wealthy & Wise, Tessa Hall speaks with BWFA Senior Financial Planner Thad Ismart about RMD requirements, distribution timing, and rollover mistakes that retirees should avoid. They explain how RMD rules apply to different retirement accounts, why delaying a first distribution may not always…
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