Designed for retirees and those approaching age 72, this practical guide breaks down the latest IRS rules for IRAs, 401(k)s, and annuities, helping you avoid costly penalties while maximizing your income potential. You’ll learn how to use annuities and life insurance smartly to boost your distributions, reduce your tax burden, and plan your legacy effectively. The book explores real world case studies that illuminate the most common RMD mistakes and how to sidestep them, while also offering insights on market volatility, Roth conversions, and estate planning strategies.
Whether you're just entering retirement or already managing distributions, this easy to understand guide empowers you to make confident decisions, stay compliant, and ensure your financial future is secure. Download it now and take full control of your retirement income while preserving what matters most for your loved ones.