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Retirement Starts Today

Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Now displaying: Page 1
May 2, 2022

If you have received an inherited IRA or think you will in the future you won’t want to miss this episode. In the retirement headlines segment, we’ll take a look at the proposed changes in regulations regarding inherited RMDs based on the Secure Act of 2020.

In the listener questions segment, we’ll hear from Jim who has a question about rebalancing retirement income buckets. Make sure to stick around until the end so that you understand the best way to manage your buckets in retirement. 

Outline of This Episode

  • [1:32] The IRS interpretation isn’t what we thought it would be
  • [7:36] An example to illustrate an inheritance scenario 
  • [10:45] What can we learn from this new rule?
  • [14:25] Should you have 5 years of income or 25% of your portfolio value in bucket #1?
  • [17:18] Should you rebalance when stocks and bonds are down?
  • [18:56] Do Vanguard total bond funds qualify for bucket #1 or #2?
  • [22:03] Should you maintain a small list of funds in a portfolio?

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