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Showing posts with the label irarequiredminimumdistribution

Planning Your RMDs - Be Careful Not To Mix These Accounts

A common misconception is that you can take all your RMDs from one tax-deferred account. But, that’s not exactly true! In this video, we discuss the accounts that you can mix and those that you cannot. We also share some key strategies to help simplify your required minimum distributions. Have a question about Personal Finance, Federal Benefits, or retirement planning ? Post in the comments section or contact us at: Are you seeking a financial planner who specializes in working with federal employees? Schedule a free consultation at: Connect with Fedway Financial on Social Media: Connect with Jerel Harvey on Social Media: #TheMoneyBriefing #RequiredMinimumDistribution #RMD 🎵 Music provided by LAKEY INSPIRED – Chill Day Disclaimer: All content on this site is for general information purposes only and is not intended to provide any personalized financial advice.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold ...

Can You Take All Your RMD From One Account?

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 perf...