When you saved in a traditional 401(k), IRA, TSP, or other qualified plan, the IRS also reserved a portion for taxes. RMDShield™ helps you plan when and how to take withdrawals so you can keep more of what you’ve saved.
RMDShield™ helps retirees and pre-retirees in Lake, Orange, Marion, Sumter, Seminole, and Volusia Counties evaluate strategies to reduce the long-term tax impact of Required Minimum Distributions, Medicare IRMAA, and retirement income taxes.
Based near Eustis, Florida, we work with retirees in nearby communities such as Mount Dora, Tavares, Leesburg, The Villages, Apopka, Sanford, DeLand, and surrounding areas.
Consultations are available by phone, Zoom, and select in-person appointments throughout Central Florida.
RMDShield™ is a way of looking at your accounts, Required Minimum Distributions, and taxes so you can make more informed decisions about when and how to take withdrawals.
We model your current accounts, projected RMDs, Social Security, and taxes under multiple scenarios.
We sequence withdrawals and consider partial Roth conversions, QLACs, and other tools appropriate to your situation.
You receive a prioritized action plan with timing, amounts, and coordination across accounts.
For over 30 years, Richard(Dick)Easterbrook, CFP®,and his Team have helped federal, state, and local government employees make the most of their benefits—from FERS and CSRS pensions to FEGLI and TSP. RMDShield™ extends that expertise nationwide, showing retirees how to defuse the “tax time bomb” inside qualified plans and keep more of their income.
Prefer the phone? Call 800-839-9248. Or send a note and we’ll reach out to coordinate a time. No cost, no obligation.
Prefer email? info@RMDShield.com