When Good Planning Can Be Costly and What You Can Do About It!

February 2, 2022

This article is for information purposes only and does not provide tax planning, financial planning, or legal advice.

Congratulations!  You did a great job!  You worked hard, saved, and invested wisely for your retirement.  Who has have ever thought those Required Minimum Distributions (RMDs) would come so soon?  This is a problem facing many Americans who planned well and executed well.  While some people will struggle in retirement, not all will.

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