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EDUCATION CENTER

RMD Tax Traps: Dodge the Dilemmas & Save Big!

As you approach the golden years, understanding Required Minimum Distributions (RMDs) is crucial to safeguard your savings from hefty tax bills. Michael Corgiat, a seasoned Financial Advisor from The Retirement Group, is here to guide you through it all on our YouTube channel. In this enlightening video, Travis will reveal how to transform RMDs from a dreaded obligation into a savvy financial strategy for your retirement. Learn practical tips, proactive planning techniques, and how to leverage RMDs for potential tax savings. If you're already amidst RMDs or just mapping out your future, these insights are indispensable. Subscribe now to ensure your retirement savings flourish under your careful stewardship. Take this step to fortify your financial independence — because your retirement journey should be rewarding, not taxing. #RetirementPlanning #TaxSavings #RMDStrategy

Learn More About Our Retirement Advisors & Support Team

tyson-mayvar

Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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westley-boudreaux

Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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patrick-ray

Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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kevin-landis

Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron (1)

Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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michael-corgiat

Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista-Knittel

Krista Knittel

Senior Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate