Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 clip

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Retirement Planning - Money Not Math

Drew Erickson

193 episodes

5 days ago

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

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Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 clip

Retirement Planning - Money Not Math

57 seconds

10 months ago

Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 clip

Did you know the government decides when you must start spending your 401(k) and IRA money in retirement?

🎙️ Welcome to Money Not Math 156! 🎙️ Tune in to learn more about:

🔹 RMD Essentials: Understand that taxes are only delayed, not avoided. 🔹 Strategies: Discover ways to delay or avoid RMDs. 🔹 Retirement Planning Tips: Get expert advice to secure your financial future.

Don't miss out! Share this podcast with friends, comment with your questions and thoughts, like this post to help me provide value to more people, or contact me privately for a personalized retirement planning conversation.

Full Podcast: https://creators.spotify.com/pod/show/drew-erickson7/episodes/Ever-wondered-if-401k-withdrawals-before-age-73-count-toward-your-Required-Minimum-Distributions-RMDs-e2u2aco

Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional for your personal situation.

#RetirementPlanning #401k #RMDs #FinancialAdvice #MoneyNotMath #Podcast #InvestSmart #SecureFuture #5StoneFinancialGroup

Article referenced: https://finance.yahoo.com/news/401-k-withdrawals-turn-73-142043461.html