Recession Proof Your RMD

2022 has been a whirlwind of economic and geo-political upheavals, affecting all of our finances and creating serious concerns for the future. Especially if you are nearing, or in retirement. Furthermore, Bloomberg Business has just predicted a 100% probability of recession in the next 12 months. By taking proactive steps now, like planning for estimated taxes and Required Minimum Distributions (RMD’s), you can help mitigate the impact of downturns, and yes, even a recession. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more. Understanding Required Minimum Distributions (RMDs) (PDF)  Are Your Allocations Right for RMDs? (PDF) Follow us on Instagram! Like us on Facebook!