Required Minimum Distributions

RMD webinar

Demystifying RMDs: A Strategic Approach to Retirement Withdrawals

By Samantha Masey | June 18, 2025

Understanding the latest changes to Required Minimum Distribution (RMD) rules is essential for effective retirement planning. Samantha Masey and Harmony Wagner break down what’s new-including updated start ages, inherited IRA changes, and planning strategies to consider. Whether you’re approaching RMD age or managing distributions for a loved one, this webinar will help you navigate the…

Bouchey Financial Group

‘Twas the Last Month of the Year and Tax Planning Is Here

By Samantha Masey | December 8, 2021

Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and is filled with holiday distractions it is important not to forget year-end tax planning. In this article, I have provided some tips to help reduce your tax bill and potential changes to pay attention to…