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Retirement Michael Hollis, CFP® Retirement Michael Hollis, CFP®

The RMD: Everything You Need to Know….Nearly

RMDs (Required Minimum Distributions) are the minimum amounts you must withdraw from tax-advantaged retirement accounts once you reach a certain age. While they may sound complicated, understanding how RMDs work is key to avoiding penalties and making smarter financial decisions for your future.

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Cash Flow, Investments, Retirement Mike Heatwole, CFP®, AWMA® Cash Flow, Investments, Retirement Mike Heatwole, CFP®, AWMA®

Revisiting the RMD

Wondering how Required Minimum Distributions (RMDs) affect your retirement planning? Our article explains RMD calculations, key deadlines, and changes from the SECURE Act and CARES Act. Discover how these rules impact your withdrawals, taxes, and options like Qualified Charitable Distributions (QCDs).

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