511: Sequence Risk Meets RMDs: The Retirement Trap No One Talks About
Are your Required Minimum Distributions (RMDs) setting you up for failure? Find out how sequence of returns risk combines with RMD rules to create a hidden hazard—and how smart planning, asset allocation, and timely Roth conversions can help you sidestep it.
In this episode, we discuss:
- Why RMDs are self-regulating
- The RMD tax chain reaction
- Why withdrawal timing and asset allocation matters
- The power of Roth conversions
Today's article is from the Best Interest blog titled, RMDs + Sequence Risk = Retirement Destruction? Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
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