RMD – The Life Financial Group, Inc.

Navigating Your Required Minimum Distribution

Understand the IRS’s calculations and tables. As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under

Tyler Rutherford2021-01-27T07:56:11-04:00Categories: Investment Planning, Tax Planning, Wealth Management|Tags: distribution, finance, Financial Planning, Investing, Investment, Investments, ira, minimum, required, RMD, Roth IRA, Tax Planning|

Your 2018 Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for

admin2019-06-22T12:37:42-04:00Categories: Budget & Debt Elimination, Charitable Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning, Wealth Management|Tags: Asset Location, Charitable Gift, Deductions, HSA, IRAs, Mortgage, RMD, Roth IRA, Tax-Loss Harvesting, Withholding Status|