Optimizing Retirement Income with Tax-Efficient RMDs

Required minimum distributions (RMDs) impact anyone with savings in traditional retirement accounts. Starting at age 73, the government mandates withdrawals from tax-deferred retirement accounts. Join our webinar to find out how to plan for RMDs and how to plan for tax-efficient withdrawals. 

In this webinar, which originally aired on September 30, 2025, Dave Mace, a Financial Planner on Wealth Enhancement’s Advanced Planning team, discusses all things RMDs, including:

• What they are and which accounts are impacted
• How they’re calculated
• Tax implications
• Strategies to reduce the tax burden

To learn more about how these topics may impact your financial plan, schedule a meeting with one of our advisors today!

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor’s specific circumstances.

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