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IRA Tips: Get CREATIVE with Your RMD Strategies!

You saved up some nice IRA accounts – now, how do you make the most of your Required Minimum Distributions or RMDs? In this webinar, we review the basics, then dive deep into RMD strategies often overlooked from a tax perspective. Has your CPA utilized Qualified Charitable Deductions? If so, will this increase your Medi-Cal premium? What’s a Donor Advised Fund, and how could that be helpful? Let our California Estate Planning Attorneys help you explore these and other creative alternatives for your RMDs, so you can make the best decisions for your future!

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