What To Do With RMDs You DON'T Ne...
What To Do With RMDs You DON'T Need

Retire For Less With The Annuity Expert by Shawn Plummer

Episode notes

If you have hit age 73 and are being forced to take Required Minimum Distributions (RMDs) from your qualified retirement accounts, what should you do if you don't actually need the money to live on?

In this video, Shawn Plummer from The Annuity Expert breaks down five highly efficient strategies for high-net-worth retirees who want to protect their RMDs, defer taxes, and maximize their legacy. First, Shawn clarifies a major misconception about how RMD taxes actually work. Then, he dives into actionable strategies, including using your RMDs to fund Long-Term Care or Life Insurance policies.

For those looking to grow their money safely, Shawn explains the "Easy Route" of rolling RMD cash into a non-qualified MYGA (utilizing the powerful Spousal Continuance provision). He also runs the live math on how to leverage a Fixed Index Annuity ( ... 

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Keywords
rmd