Could Required Minimum Distributions Complicate Your Financial Future?

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Picture this: You’ve spent years diligently building your retirement account, and now, it’s time to enjoy the fruits of your labor. Sounds great, doesn’t it? It can quickly become a financial headache if you’re hit with hefty penalties due to a missed or miscalculated Required Minimum Distributions (RMDs).

RMD Withdrawal Amounts

If you’re approaching 73 years old, you’re likely facing the challenge of determining how much money you must withdraw from your retirement account each year. To make matters more complex, recent legislative changes like the SECURE Act, SECURE 2.0, and the new 2022 RMD rules have added layers of intricacy to this process. But don’t worry; there’s a solution that can help you avoid unnecessary tax penalties.

We’ve prepared a comprehensive guide, “Mastering Your RMD Calculation in 5 Simple Steps.”  This guide walks you through the process and ensures you get it right every time. With these easy-to-follow steps, you can take control of your RMD calculations. Plus, you can safeguard your retirement savings and enjoy peace of mind. Download this guide below.

RMD Withdrawals Can Be Complex

However, we understand that RMDs can still be complex, and you might prefer professional assistance to navigate this territory. That’s where we come in. At RFG Wealth Advisory in Argyle, TX, we specialize in retirement planning and financial planning strategies, including RMDs. We’re here to help you with your RMD calculations and distribution requirements. We can also answer any questions you may have regarding your retirement accounts.

Feel free to give us a call at 940-464-4104 to schedule a convenient time for us to discuss your RMD concerns. If you prefer, you can also book a 15-minute, no-obligation call through our website at RFGWealthAdvisory.com. At RFG Wealth, we take our fiduciary duty seriously, always putting our client’s interests first and maintaining a simple, transparent fee structure for your peace of mind.

Don’t let RMD calculations become a daunting task. Take charge of your financial future with confidence, and let’s ensure you avoid costly mistakes in your retirement planning.

 FREE DOWNLOAD 

Mastering Your RMD Calculations in 5 Simple Steps


“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


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