RMDs vs Lifetime Allowance – Which Alligator Should You Focus On?

Fair warning: this post is for people who have reason to be concerned about both RMDs and the Lifetime Allowance. If you don’t have a Traditional 401k/IRA/etc. balance or you have no concerns about exceeding the LTA, you can skip on past – just focus on the one that affects you. Also – this oneContinue reading “RMDs vs Lifetime Allowance – Which Alligator Should You Focus On?”

How I Learned to Stop Worrying and Defuse the RMD Bomb

Time for a quick pause in my bigger Withdrawal Strategies series – there’s a few detailed topics we need to get to before we can get to Part 3, combining when you get access to accounts with how to minimize your taxes and get to your money. Before Part 3 will make sense, I’m goingContinue reading “How I Learned to Stop Worrying and Defuse the RMD Bomb”