Required Minimum Distributions (RMDs) are mandatory—but the penalties, taxes, and financial stress don’t have to be.
In this episode, Ray Godleski breaks down:
Listen now to learn how to manage your RMDs with clarity and confidence—so they strengthen your retirement plan instead of derailing it.
More on RMD: https://www.irs.gov/retirement-plans/plan-participant-employee/required-minimum-distribution-worksheets
If you would like to set up a call with Ray Godleski, use this link: 15 minute call with Southeast Wealth Partners
Email your financial planning questions to: info@SeWealthPartners.com
🧠 “Required minimum distributions are mandatory. But penalties—and bad tax planning—are optional.”
💡 “You’re not just planning taxes for yourself. One day you might be planning for a widow, or even your kids’ tax future.”
🎯 “Use your RMDs strategically—not just to avoid penalties, but to strengthen your retirement plan.”
🙌 “The goal is simple: You control the timing. Not the IRS.”