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I Built 500+ Retirement Plans–Here's Why RMDs Won't Matter

Josh Rendler, CFP®9 min

Watch on YouTube ↗ (opens in a new tab)Playing it here counts toward the video the same way. The link is for anyone who’d rather watch on my channel.

What this covers

I publish the planning work I do for families at Define Financial, in plain English, with the numbers on screen.

The next step, if you want one

If you’re 50 or older with a substantial portfolio and you’d rather have one coordinated plan than four separate opinions, the first conversation is free.

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Motion Retirement is an educational media brand. Content is for informational purposes only and does not constitute personalized financial, tax, or legal advice. Read the full disclosures.

Example case study. Details are changed and some examples combine more than one household. Nothing here is a recommendation, and your own numbers will be different. What I say in a video reflects the rules and that person’s situation at the time of recording. That includes the age required withdrawals begin, which depends on your year of birth. Check anything that matters against the current rules and your own situation.

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Sixteen pages on the three places retirement taxes quietly cost people the most: the 2026 brackets, the Medicare IRMAA cliff, and required withdrawals.

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