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Government Personnel Advisory Group

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RMD choices: Taxable Income or Wealth Transfer for tax-free assets

 

How can the RMD Shield Strategies benefit me?

   1. Reduce Required Minimum Distributions (RMDs)        

   2. Eliminate Taxes on RMD's Not Taken

   3. Leave More Tax-Free Money to your Beneficiaries

   4. Reduce Adjusted Gross Income (AGI), Save Taxes

   5. Lower Medicare Part B Premiums.

   6. Reduce Taxes on Social Security Payments.

   7. Positively Impact other Means Tested Benefits.

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