84% of Retirees Make this RMD Mistake (and How to Avoid It)

Videos

A JP Morgan Chase study found that 84% of retirees only take their Required Minimum Distributions (RMDs) and it’s quietly costing them. While it seems smart to “just follow the IRS rules,” it often results in:

Less money to spend in your best years
Higher taxes and Medicare penalties later
Reduced control over your retirement income

In this video, you’ll learn why just planning to withdraw money to satisfy your RMDs can backfire and how to build a smarter withdrawal strategy that can give you more income, lower taxes, and greater flexibility.

News You Can Use

Get actionable financial advice delivered to your inbox a few times a month.

Previous Post 5 Common Purchases Retirees Regret Buying Next Post 84% of Retirees Make this RMD Mistake (and How to Avoid It)

Leave a Comment:

CONTACT

500 N. State College Ste 1100
Orange, CA. 92868
1-714-462-9155
Ryan@CravitzFinancial.com

QUICK LINKS

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.