What You Need To Know About Required Minimum Distributions: RMDs

Saving for retirement isn’t easy. It takes a career’s worth of time and dedication to accumulate the kind of money most people need to retire WorryFree®. What a lot of planning retirees aren’t accounting for is the possibility of losing more than half of their money due to the penalties, taxes and fees associated with Required Minimum Distributions (RMDs).

This week on the David Lukas Show, David talks about how underestimating and inadequately planning for RMDs can ruin any carefully planned retirement. Throughout the hour, David talks about:  

  • What accounts are subject to RMDs
  • What accounts save you from RMDs
  • When you need to take your RMD—important deadlines
  • How to calculate your RMD
  • How RMDs are taxed
  • How to create a proactive RMD strategy to protect you from unnecessary taxes, fees and penalties

To hear all of the excellent information David Lakas of David Lukas Financial has about Required Minimum Distributions, listen to the entire show today.

Book recommendation from today’s show : The Power of Zero by David McKnight

Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com today.


David Lukas Financial is now accepting reservations for the March Maximizing Your Social Security Course:

You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability and reserve your seat today for March’s classes.

Upcoming Classes Available:

  • Thursday, March 29, 2018 6:00 PM
  • Friday, March 30, 2018 6:00 PM






The Guide to Social Security can help you understand how to keep up to 32% more of your money for retirement. Since you have a choice of when to start Social Security and also your individual or employer-plan qualified retirement money, can be coordinated to maximize your Social Security. Request your Free Guide To Social Security today! (Must be a resident of Arkansas)

Also be sure to check out the upcoming Maximizing Social Security Classes taught by David and held right here in North Little Rock. To get more details and register for a class go HERE.

Want to know more about how David Lukas Financial can save you money on unnecessary taxes and fees—call David Lukas Financial, (501) 218-8880, today to learn more about The DLF Retirement Advantage™. David Lukas Financial is conveniently located right here in North Little Rock, Arkansas.