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Which RMD Table Should You Use? | The 3 RMD Tables and When to Use Them


Do you have a forward-looking tax plan that minimizes RMDs and maximizes your after-tax wealth? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to There are few penalties within the IRS code that hurt more than an RMD miscalculation penalty. The confusing part for many retirees is knowing which of the 3 RMD tables you need to follow to calculate your RMD. Should you follow the Uniform RMD Table? What about the Joint RMD Table? Or maybe the Single Life Expectancy RMD Table? It can be enough to make any retiree's head spin. But following RMD rules is a must. Both with your own IRAs as well as with any inherited IRAs. Note: Inherited IRAs before 2020 have an annual inherited IRA RMD due to a previous stretch ira provision This video will be the blueprint you need to accurately calculate and take your required minimum distributions throughout your retirement. We will give examples and show how to calculate your RMD from year to year. #RequiredMinimumDistribution #RMD #RetirementIncomePlanning - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: 🏆 Join our 'Retirement Mastery' Facebook Group: 📈 Talk with us about your retirement plan here: 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at ...(read more)


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