Timothy Sumer

Required Minimum Distribution Strategy || RMD without selling STOCK or Investments || IRA Withdrawal In this video I want to discuss a Required Minimum Distribution strategy where you as the investor don't have to sell any stocks or Investments in order to satisfy your Required Minimum Distribution requirement. If you are over the age of 72, a big part of your retirement planning or financial planning is your required minimum distribution. Your required minimum distribution is defined as, "Required minimum distributions are amounts that U.S. tax law requires one to withdraw annually from traditional IRAs." The problem comes in when you don't want to sell the stock or mutual fund inside of your IRA to satisfy your required minimum distribution requirement. That is where this IRA strategy comes into play. Watch this video to learn a required minimum distribution strategy where you don't have to sell stocks or investments. Click Here to Subscribe:

Losing a life partner is one of the hardest moments in a person's life. Unfortunately, one person in every relationship will be faced with this difficult reality. Speaking personally, my number one objective, if I were to pass away, is to make sure money is the last thing my wife needs to worry about. ...not only during the grieving process but for years (and maybe decades) to come. I'm sure I share this sentiment with many of you. However, because of the lack of real retirement planning in our industry, I find many retirees don't have a real answer for what happens to their plan if one spouse passes away earlier or later in than was originally estimated. Many focus on the loss of income from Social Security and pensions. This makes sense. Given the situation, the potential loss of income can be substantial. However, there is a lot more at play here... The surviving spouse will face numerous unexpected tax hurdles. They will see certain expenses rise bot

Do you need to take a Required Minimum Distribution (RMD) from each of your retirement accounts or can you take it all from one? Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise Money Show™ at LINKS: Be sure to stay up to date by following us! Facebook - ​ Twitter - ​ Instagram - Want more Wise Money™? Read our blog! ​ Listen on Podcast: ​ Subscribe on YouTube: Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a