Planning for retirement can be overwhelming with several factors to consider like investment choices, income taxes, health insurance and more. Jeff and Erin Lapidus simplify retirement planning through practical advice and coaching sessions to help you prepare. Start learning more about top concepts with our educational videos.
Reverse Engineering
Have you recently inherited an IRA? Here is Jeff's favorite fool proof way to make the most of your money.
Short story; the account owner is taxed at his or her income tax rate on the amount of the withdrawn RMD. However, to the extent the RMD is a return of basis or is a qualified distribution from a Roth IRA, it is tax-free.