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share or rent your info.

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HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Missing RMD Deadline
Failing to take RMD by the IRS deadline triggers a 50% penalty on the amount not withdrawn.

Incorrect Calculation
Miscalculating your RMD can lead to under-withdrawal, resulting in hefty IRS penalties.

Ignoring Multiple Accounts
Forgetting to aggregate RMDs across all accounts risks mismanagement and possible penalties.

Neglecting Spousal Options
Not considering spousal RMD options could result in higher taxes and missed opportunities for deferral.

Withdrawing Too Much
Taking more than required can unnecessarily increase taxable income, leading to higher taxes.

Not Considering Tax Brackets
Ignoring how RMDs push you into a higher tax bracket can result in paying significantly more in taxes.

Forgetting Beneficiary Designations
Outdated beneficiaries can lead to legal disputes and tax burdens for heirs.

Not Seeking Professional Help
Trying to manage RMDs without guidance can result in costly errors and missed opportunities for tax savings.

Overlooking Roth Conversion
Not converting funds to a Roth IRA before RMDs start can mean losing out on potential tax-free growth.

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Solutions For Life
1923 S. Ohio
Salina, Kansas 67401

785-452-8039 Mobile
785-404-6664 Office
785-404-6655 Fax

SolutionsForLifeKS.com

Randy.SolutionsForLife@gmail.com

Solutions For Life
1923 S. Ohio
Salina, Kansas 67401

785-452-8039 Mobile
785-404-6664 Office
785-404-6655 Fax

SolutionsForLifeKS.com

Randy.SolutionsForLife@gmail.com

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