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The RMD Tax Trap

The RMD tax trap can sneak up during retirement and cause excessive tax bills for many retirees.

In addition, your RMD tax liability can increase year after year, only creating a bigger problem. Even worse, when one spouse passes away, the surviving widow can be taxes and even high rates.

In the video below, I explain what the RMD tax trap is, who gets impacted, and what you can proactively do about it.