Waiting until RMDs begin could mean missing valuable years to prepare your retirement tax strategy. In this episode, Katherine Groce and Lawrence Kiely explore how required minimum distributions can affect taxes, cash flow, and retirement income. They discuss why RMD planning may be worth considering years in advance, how Roth conversions can fit into the conversation, and when qualified charitable distributions may make sense for charitable-minded retirees. Plus, they explain why factors such as pensions, Social Security, income needs, and legacy goals can make each RMD strategy different.

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