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April 22, 2025
Required Minimum Distributions (RMDs) are mandatory withdrawals from tax-deferred retirement accounts, and failing to take them can result in penalties. This video explains how RMDs are calculated, why they exist, and how smart planning can help retirees maximize their savings.
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Efficient charitable giving options like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), and gifting appreciated assets or retirement accounts...
Qualified Charitable Distributions (QCDs) allow retirees to donate directly from their IRA while lowering taxable income. This video explains how...
Mark Armbruster, CEO of Armbruster Capital Management, and John Rizzo, Managing Partner of 1RDG and host of Hustle UnLTD., discussed...
