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Required minimum distributions can feel like a tax trap once you hit your seventies. Higher taxable income, potential Medicare premium increases, and less flexibility in retirement can all show up faster than most people expect.

In this video, Hunter Brockway, founder of Book Retirement Strategies, walks through a lesser-known way to use your taxable brokerage account to help manage the tax impact of RMDs. You’ll learn how to think about your investments, your retirement income, and your taxes as one coordinated plan instead of disconnected pieces.

Hunter also shares a Tax-Smart Comprehensive Retirement Workbook designed for pre-retirees and retirees who want to stress-test their plan. It walks you through key areas like spending, taxes, Social Security, and more so you can spot gaps and opportunities you may have missed.

If you’d like help applying these ideas to your own situation, you can request a free, no-cost, no-obligation tax-smart retirement plan tailored to your unique circumstances. Details and links are in the description below.

This video is for educational purposes only and is not individualized tax or investment advice. Always consult with your tax or financial professional about your specific situation.