Considering RMDs Before & After – Barber Financial Group

Dean Barber and Will Doty, CFP® will look at Considering RMDs Before and After Retirement in our latest Barber Financial Group Educational Series webinar.

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Corey Hulstein breaks down tax buckets:
Dean and Bud discuss SECURE Act 2.0:

Introduction: 00:00
Big Changes in RMDs for 2023: 01:16
Roth or Traditional?: 01:50
The Impact of Large RMDs: 02:48
An RMD Example with Sam and Samantha Sample: 04:57
Analyzing the Tradeoffs of Roth vs. Traditional: 10:00
Planning Ahead for RMDs: 12:15
RMDs & Family Financial Planning: 14:19
Conclusion: 16:30

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