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The WealthCast presents:

RMD’s: Required Minimum Distributions


Today’s podcast is hosted by co-owner, Jason MacGregor and Cory Laird, CERTIFIED FINANCIAL PLANNER™. This episode is all about Required Minimum Distributions or RMD’s. Our hosts talk about what RMD’s are and why they are important as well as some strategies to navigate this topic.

Show Notes

  • What is an RMD? (01:15)
  • The Cares Act. (01:51)
  • The mechanics of a RMD. (02:35)
  • Penalty for not taking your distribution (03:40)
  • Strategies for RMDs and minimizing taxes. (05:40)
  • Qualified Charitable Distribution. (09:30)
  • Roth Conversions. (12:25)

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