How to Avoid RMD in Retirement

Once you reach age 73, soon to be 75, you must withdraw at least a minimum amount from your pre-tax retirement accounts each year, known as a Required Minimum Distribution (RMD). Given that it is “required,” do any strategies exist to avoid this requirement? We’re hitting those and questions from fans of the show on this episode.

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:23)
Segment 2: (12:41)
Break 2: (22:56)
Segment 3: (25:03)
Break 3: (35:19)
Segment 4 (37:20)
Outro: (47:37)