How financial advisors can help navigate RMDs and QCDs

from Texas Sized Retirement … Simplified · host David Hodson and Glen Hancock

Glen Hancock & David Hodson talk about required minimum distributions and qualified charitable distributions. David and Glen define what a RMD is and the age those need to be taken from pre-tax accounts. They also share ways to minimize the weight of taxes when taking RMDs and how QCDs can be good ways to take that income. David also shares about his spiritual, six-month sabbatical he is about to take in Illinois. Click here or call 800-876-3817 to schedule a complimentary call with David and Glen of Advanced Retirement Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.See omnystudio.com/listener for privacy information.

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This episode was published on April 8, 2025.

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