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Suggestions on how to avoid heavy taxes when hit with rmds twelve years from now.

Once I hit 59.5, I plan to run projections every year to see if I am better off starting to move money out of tax-deferred accounts before I have to. There's nothing magic that says it's always a good idea to wait for RMDs.

Things may change but also look at how each type of account with be transferred or inherited in case of either or both dying.
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