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RMD retirement choices: Taxable Income vs. Wealth Transfer

RMD’S
(Required Minimum Distributions)
TWO CHOICES AT RETIREMENT

TAXABLE INCOME
WEALTH TRANSFER

money bag
THE RMD SHIELD
REALLOCATES TAXABLE INCOME TO CREATE TAX-FREE ASSETS
Richard G Easterbrook, CFP
Retirement Income Specialist
richard@financialvehicles.com
800-839-9248
RMD SHIELD®
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