1/25/25 - RMDs, Medicare, and Retirement: What You Need to Know to Stay Ahead

In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with life insurance specialist Robert Markham, provide actionable advice for those nearing or in retirement. They focus on managing Required Minimum Distributions (RMDs), emphasizing the importance of understanding tax implications and aligning withdrawals with financial goals. The discussion also covers strategies for charitable contributions to reduce tax liabilities, and the impact of RMDs on Medicare premiums. Additionally, they address Medicare enrollment options, including the benefits of Medicare Advantage plans and the importance of reviewing coverage during open enrollment.

 

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