Required Minimum Distribution — Our Blog | Parkshore Wealth Management

Posts tagged Required Minimum Distribution

Real Estate Income vs. Investment Income: Apples and Oranges

We break down the pros and cons of each of these income streams.

Financial PlanningParkshore Wealth ManagementJanuary 1, 2024AGI, Taxable Income, QCD, Qualified Charitable Distribution, RMD, Required Minimum Distribution

The Gift That Gives Back: Leveraging QCDs in Your Financial Strategy

Qualified charitable distributions allow you to give to charity and lower taxable income. Here’s how to incorporate them in your giving strategy.

Financial PlanningParkshore Wealth ManagementDecember 11, 2023AGI, Taxable Income, QCD, Qualified Charitable Distribution, RMD, Required Minimum Distribution

Seizing the Moment: The Benefits of End-of-the-Year Roth Conversions

It’s not too late to do a Roth conversion. Here are reasons to consider a Roth conversion by the end of the year.

Retirement PlanningKristen LukeNovember 15, 2023IRA, Roth, Traditional IRA, SEP, SIMPLE, RMD, Required Minimum Distribution, Tax Cuts and Jobs Act

Key Retirement Planning Changes in SECURE Act 2.0

Here are some of the most significant changes affecting retirement savers and retirees in the SECURE Act 2.0.

Retirement PlanningParkshore Wealth ManagementJanuary 30, 2023SECURE Act 2.0, IRA, 401(k), 401(b), RMD, Required Minimum Distribution, 529 Plan, Roth

How to Use Qualified Charitable Distributions to Give to Charity

A QCD enables you to direct your required minimum distributions (RMDs) to charity and reduce your taxable income.

Financial PlanningParkshore Wealth ManagementDecember 14, 2022Taxable Income, QCD, RMD, Qualified Charitable Distribution, Required Minimum Distribution, IRA, Retirement Planning, Tax Planning

Down Markets: How Do You Take Advantage of Their Opportunities?

Down Markets: How Do You Take Advantage of Their Opportunities?

Here are five strategies to help you take advantage of market drops.

Investment ManagementParkshore Wealth ManagementAugust 1, 2022Rebalancing, Tax Loss Harvesting, Roth Conversion, RMD, Required Minimum Distribution, Selling, Buy Low

What You Need to Know About Required Minimum Distributions (RMDs)

How do you calculate your RMD amount? What happens if you have multiple retirement accounts? Find your answers using our RMD cheat sheet.

Retirement PlanningParkshore Wealth ManagementFebruary 1, 2021RMD, Required Minimum Distribution, Life Expectancy, IRA, 401(k), Qualified Charitable Distribution