• How To Avoid The RMD Tax Trap

  • Feb 25 2025
  • Length: 28 mins
  • Podcast

How To Avoid The RMD Tax Trap

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  • Summary

  • If you aren't paying attention, a huge tax bomb could arise later in retirement. This tax bomb comes in the form of RMDs... But finding ways to minimize your RMDs will help lower your lifetime tax bill.

    Most people only look at RMDs at surface level, but these forced distributions impact other items such as Social Security taxation and IRMAA, to name a couple.

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    Submit your question here: https://www.rivertreewealth.com/ask-a-question

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/ask-a-question

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
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