Скачать или смотреть 72 with $880K but Their RMDs Are Creating a Tax Nightmare

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Pat is 72, Linda is 70, and they’ve saved $880,000—with an additional $200,000 placed in a post-tax annuity. Their plan is financially sound, but now their RMDs are creating more taxable income than they need. We’ll break down what went wrong and how to fix it.
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