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6 RMD Strategies That Save My Clients $100k+ (You’ll Wish You Knew #5 Sooner) episode artwork

EPISODE · Nov 28, 2025 · 23 MIN

6 RMD Strategies That Save My Clients $100k+ (You’ll Wish You Knew #5 Sooner)

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

If RMDs are coming (or already here), these 6 moves can save you tens or even hundreds of thousands. Tony covers QCDs, the new age-75 Roth window,fill-the-bracket conversions, smart market timing, turning RMDs into tax-free legacy with life insurance, and NUA for company stock.#RMD #RothConversion #RetirementPlanning #TaxStrategy#ConnecticutFinancialPlanner

What this episode covers

If RMDs are coming (or already here), these 6 moves can save you tens or even hundreds of thousands. Tony covers QCDs, the new age-75 Roth window,fill-the-bracket conversions, smart market timing, turning RMDs into tax-free legacy with life insurance, and NUA for company stock.#RMD #RothConversion #RetirementPlanning #TaxStrategy#ConnecticutFinancialPlanner

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6 RMD Strategies That Save My Clients $100k+ (You’ll Wish You Knew #5 Sooner)

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This episode is 23 minutes long.

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This episode was published on November 28, 2025.

What is this episode about?

If RMDs are coming (or already here), these 6 moves can save you tens or even hundreds of thousands. Tony covers QCDs, the new age-75 Roth window,fill-the-bracket conversions, smart market timing, turning RMDs into tax-free legacy with life...

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