Retiring in the Next 5 to 7 Years? The Window to Get Ahead of the IRS Is Still Open #retirement #irs

追加: 2026-05-26

[00:00:00]If you're thinking about retiring in the next 5 to 7 years, make sure you're paying attention to the strategy of this. You want to make sure you've got assets that are available that you can access if you need to. If you don't, on the other end of that spectrum, at 73 currently, and they have changed this law a few times, you will be required to take minimum distributions. This dollar amount is not anything to do with your advisor, it's everything to do with how much you have in qualified retirement assets, and Uncle Sugar will tell you how much you're going to have to take, and those are their rules. It is a big penalty if you don't play by their rules, so make sure you're paying attention. This is strategy stuff, measure twice, cut once.