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Don't Miss Your RMD: Financial Tips for Year-End ⏱️


#shorts #retirement #financialfreedom One of my 10 Year End Financial Planning Tips. What to know about RMDs and retirement planning…. You need a game plan for required minimum distributions. If you are age 72 or older AND have IRA assets you must remove a set amount from your IRA every single year. I can’t tell you how many people forget… and if you do it is a 50% penalty on the amount you should have taken! Save and Share it with your parents, aunts, and uncles. You may just save them! And one more thing… ROTH IRAs don’t have them. Another reason why Roth accounts are so powerful. Save this and tag a business friend in the comments👇 P.S. Supercharge Your Financial Life with my free ebook, Accelerating your Path Toward Prosperity. ⬇️ DISCLAIMER : Celestial Wealth Management, LLC is registered as an investment adviser in the State of Maryland and Texas. Neither the information nor any opinion constitutes an offer or an invitation to make an offer, to buy or sell any securities or other financial instruments. This video is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and the particular needs of any specific person. Investors should seek financial advice regarding the appropriateness of investing in financial instruments and implementing investment and planning strategies discussed in this video and should understand that statements regarding future prospects may not be realized. Nothing provided here constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. All investment strategies have the potential for profit or loss....(read more)


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