How To Defer RMDs Until Age 85
Retire For Less With The Annuity Expert por Shawn Plummer
Notas del episodio
If you are approaching age 73, the IRS is getting ready to force you to take Required Minimum Distributions (RMDs) from your qualified retirement accounts. But what if you don't actually need that income to live on? Taking those mandatory withdrawals could bump you into a higher tax bracket or mess up your Medicare premiums!
In this quick video, Shawn Plummer from The Annuity Expert reveals a highly effective "loophole" for high-net-worth retirees who want to keep their money tax-deferred for as long as legally possible.
You will learn exactly how to use a QLAC (Qualified Longevity Annuity Contract) to legally defer up to $210,000 of your retirement savings from RMD calculations all the way to age 85! Shawn explains how this niche annuity acts as a perfect parking spot to delay taxes and secure a guaranteed income stream later in li ...Â