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RMDs: What Everyone Needs to Know

We’re allowed to save for our retirement in tax advantaged accounts, but not too much and not forever.  Fortunately the rules for Required Minimum Distributions don’t force us to take large amounts of money out of these accounts all at once, but run afoul of the rules and serious penalties can apply.  Join Karen Schaeffer, Certified Financial Planner®, as she walks through not only the rules but the strategies for dealing with these distributions.  You will learn:

  • Who is subjected to the rules and when do they apply
  • How to calculate the right amount to withdraw
  • What is the penalty and how to avoid it
  • The differences between Traditional and Roth distributions
  • The nuances between TSP and other retirement accounts
  • How to modify investment allocations in light of RMDs
  • Common mistakes with RMDs and how to avoid them