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RMD Roadmap

Agemy Financial Strategies

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RMD Roadmap

22 428 просмотров · 11 мес. назад
Agemy Financial Strategies
510 подписчиков
22 428 просмотров · 11 мес. назад
🧾 Your 2025 RMD Roadmap: Avoid the 25% Penalty & Plan Smarter Confused about Required Minimum Distributions (RMDs)? You’re not alone - and the rules are changing again in 2025. In this episode of Financial Strategies, Andrew and Daniel Agemy break down: ✅ New RMD age rules: 73, 75… what applies to you? ✅ How to avoid the 25% penalty for missing your RMD ✅ What beneficiaries of inherited IRAs must know before 2025 ✅ The Roth 401(k) rule change that could save you money ✅ How to legally reduce your future RMDs with smart tax planning ✅ Why a $47,000 tax-free income threshold could open Roth conversion opportunities 📣 Bonus: Learn why Wall Street doesn’t want you withdrawing your money - and how to reclaim control. 🎁 Request your free educational tools: Common Sense Income Strategies (Book) RMD Readiness Checklist Retirement Readiness Report 📞 Call 800-725-7616 or visit agemy.com #RMD2025 #FinancialStrategiesPodcast #RothConversion #TaxPlanning #RetirementReady #RequiredMinimumDistributions #StayRetired