Avoid One of Retirement’s Most Costly—and Common—Mistakes
A simple, short video to help you get RMDs right.
If you’re 73 or older and have money in an IRA, 401(k), or similar retirement account, the IRS requires you to start taking Required Minimum Distributions (RMDs).
But many retirees don’t realize how easy it is to make a misstep—and how those mistakes can lead to unnecessary taxes, penalties, and stress.
This short, easy-to-follow video will walk you through:
✔ When you’re required to start withdrawing
✔ How to estimate your annual RMD
✔ What the IRS expects—and what to avoid
Watch the video now and take the first step toward greater clarity and peace of mind in retirement.
You’ve worked too hard to let the rules trip you up.
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This free resource is provided for educational purposes only and does not constitute financial advice. Consult with a qualified advisor before making decisions about your retirement accounts.