RMD Traps in 2026: Proactive Planning to Slash Taxes & Preserve Your Legacy

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

RMDs in 2026 can quietly inflate taxes and erode yoursavings. Tony Leonardi, CFP® explains how to use QCDs, Roth conversions, and modeling to stay under IRMAA thresholds, reduce lifetime taxes by 20–30%, andpreserve more for your family. Timestamps: 00:00 – Intro & Why RMDs Matter Now 01:00 – RMD Basics & Traps 04:00 – Real Client Stories 08:00 – Actionable Steps 12:00 – Free Resources & Offer Free Comprehensive Guide: Roth IRA Conversion Playbook 2026Edition: leonardifamilywealthcare.com/roth-ira-conversion-playbook Free model build:calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers Because there IS a Smarter Way to Retire. #RMDTraps #TaxEfficientRetirement #RetirementIncomePlanning#WealthPreservation #QCDs #LegacyPlanning #ConfidentRetirement

Episode metadata supplied by the publisher feed · Published Mar 13, 2026

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RMD Traps in 2026: Proactive Planning to Slash Taxes & Preserve Your Legacy

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This episode was published on March 13, 2026.

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