RMD Timing & Tax Strategy: Don’t Let Withdrawals Catch You Off Guard

Required Minimum Distributions aren’t just about taking money out—they’re about when and how you take it. Poor timing can push you into higher tax brackets or create unnecessary penalties. In this session, we’ll walk through how to approach RMDs strategically so they support your overall retirement income plan instead of disrupting it.

What you’ll learn:
• How timing your withdrawals can impact your overall tax picture
• Strategies to coordinate RMDs with other income sources
• Ways to avoid common missteps that lead to higher taxes
• How RMDs can affect Social Security and Medicare costs

Why attend:
Gain practical insight into using RMDs as part of a coordinated retirement strategy—not just a requirement you have to meet.

The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.