Turning 73 could change your financial game plan. Using what tool though?

Marc Hernandez unpacks the mystery behind Required Minimum Distributions (RMDs). You’ll learn why these rules exist and how they might impact your 401(k)s, IRAs, and other retirement plans.

With personal anecdotes and clear guidance, Marc helps take the anxiety out of financial planning, ensuring you won’t be caught by surprise.

Marc discusses:

– RMD Basics: Understand what RMDs are and how they work
– Age Milestones: Discover the “magic numbers” in retirement finance
– Penalty Precautions: Avoid common mistakes that could cost you
– Tax Considerations: Plan smart when accessing your savings
– And more!

Connect with Marc Hernandez:

LinkedIn: Marc Hernandez – https://www.linkedin.com/in/money-man-marc/
Email: Marc@MAHFinancial.Biz
MAH Financial – http://www.mahfinancial.biz
Call: (956) 994-0407

Connect with Carlos Lopez:

LinkedIn: Carlos Lopez – https://www.linkedin.com/in/carlos-omar-lopez-9b4734167/
MAH Financial – http://www.mahfinancial.biz
Call: (956) 994-0407


Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through MAH Financial.MAH Financial is a separate and unaffiliated entity from Simplicity Wealth.

2025-02-12T12:00:07+00:00February 12th, 2025|Podcast|

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