Required Minimum Distributions: Less Worry, More Wisdom
Potential clients often find Required Minimum Distributions confusing and they want to know how to avoid making costly mistakes. In this guide and drip email campaign, your audience will learn:
What RMDs are and how they work.
How to calculate their RMDs.
How RMDs can affect their tax bracket in retirement.
It also wisely points out that working with a financial advisor and CPA can help ease the stress of figuring all this out on their own!
Meet Josephine and Harold
Josephine and Harold are both 62 years old. They retired with a pension (Josephine), two Social Security benefits, and $1,000,000 in combined tax-deferred retirement accounts. The only non-IRA money they have is $20,000 in a savings account.
Harold’s interests include Silver Sneakers Parkour and rock tumbling, and Josephine keeps busy with birding and foraging for mushrooms. With their high monthly income and inexpensive hobbies, they do not need to tap into IRA savings for living expenses.
Growing at 6% average annual return (estimate, not a guarantee!), the tax-deferred accounts could expand to $1,800,000 by their RMD age. That could mean a required withdrawal of over $65,000/year from tax-deferred accounts.
There is only $20,000 between their current taxable income and the top of their tax bracket. Josephine and Harold are concerned that if they don’t plan, their future RMDs might push them into a higher tax bracket.
This package includes...
1 Downloadable eBook
2 Social Media Posts
6 Drip Emails
Landing page copy for your website
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
Potential clients often find Required Minimum Distributions confusing and they want to know how to avoid making costly mistakes. In this guide and drip email campaign, your audience will learn:
What RMDs are and how they work.
How to calculate their RMDs.
How RMDs can affect their tax bracket in retirement.
It also wisely points out that working with a financial advisor and CPA can help ease the stress of figuring all this out on their own!
Meet Josephine and Harold
Josephine and Harold are both 62 years old. They retired with a pension (Josephine), two Social Security benefits, and $1,000,000 in combined tax-deferred retirement accounts. The only non-IRA money they have is $20,000 in a savings account.
Harold’s interests include Silver Sneakers Parkour and rock tumbling, and Josephine keeps busy with birding and foraging for mushrooms. With their high monthly income and inexpensive hobbies, they do not need to tap into IRA savings for living expenses.
Growing at 6% average annual return (estimate, not a guarantee!), the tax-deferred accounts could expand to $1,800,000 by their RMD age. That could mean a required withdrawal of over $65,000/year from tax-deferred accounts.
There is only $20,000 between their current taxable income and the top of their tax bracket. Josephine and Harold are concerned that if they don’t plan, their future RMDs might push them into a higher tax bracket.
This package includes...
1 Downloadable eBook
2 Social Media Posts
6 Drip Emails
Landing page copy for your website
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
Potential clients often find Required Minimum Distributions confusing and they want to know how to avoid making costly mistakes. In this guide and drip email campaign, your audience will learn:
What RMDs are and how they work.
How to calculate their RMDs.
How RMDs can affect their tax bracket in retirement.
It also wisely points out that working with a financial advisor and CPA can help ease the stress of figuring all this out on their own!
Meet Josephine and Harold
Josephine and Harold are both 62 years old. They retired with a pension (Josephine), two Social Security benefits, and $1,000,000 in combined tax-deferred retirement accounts. The only non-IRA money they have is $20,000 in a savings account.
Harold’s interests include Silver Sneakers Parkour and rock tumbling, and Josephine keeps busy with birding and foraging for mushrooms. With their high monthly income and inexpensive hobbies, they do not need to tap into IRA savings for living expenses.
Growing at 6% average annual return (estimate, not a guarantee!), the tax-deferred accounts could expand to $1,800,000 by their RMD age. That could mean a required withdrawal of over $65,000/year from tax-deferred accounts.
There is only $20,000 between their current taxable income and the top of their tax bracket. Josephine and Harold are concerned that if they don’t plan, their future RMDs might push them into a higher tax bracket.
This package includes...
1 Downloadable eBook
2 Social Media Posts
6 Drip Emails
Landing page copy for your website
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
