spoke to us about RMD, Required Minimum Distributions. They told us the retirement plans to which RMDs apply.
Onc e that was explained to us, they gave us some ideas fro what to do with the RMD money that we didn't need right away and could create a leveraged , tax-adantaged vehicle that can pass pass to the next generation tax free.
The ideas focused on 529 saving plans. 529s are tax-advantaged plans for us in furthering education that can be fro grandchildren, children or anyone you want. And, if you the plan for a while, the tax advantages can out weigh the taxes on cashing in the plan for other uses.
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