Podcast

Episode 67: Tax RMD Overview

 

When you turn a certain age you are required to take money out of your accounts. These Required Minimum Distributions can become a hamster wheel when it comes to paying taxes.

Three takeaways:
• Income You Make
• Changes Jan2020
• Take Out, Put Back In – Repeat

Local DFW Retirement Advice

Schedule A Complimentary Consultation

If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!

Complimentary Opportunities:
(Check all that apply)





By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.