Required Minimum Distributions… whether you need the income or not, the government will force you to take those distributions so they can collect the taxes, but as our financial advisor Sean explains to Erin, proactive planning means you control your tax liability.

Here are Sean’s quick tips to optimize your RMDs:

1. Roth Conversions

2. Plan for Strategic Withdrawals

3. Delay Taking Social Security

If you’d like to speak with Sean about how you can better control your tax liability, please give Sean a call at 603-715-2335 or click HERE to schedule time directly on Sean’s calendar.