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They’re 73 With $1.85M but this $65K RMD is a BIG Problem. Here's Why.

Tom is 73, Renee is 72, and they’ve saved $1.85 million. Pensions and Social Security already cover their lifestyle, but RMDs are now forcing an extra $65,000 out of their accounts. What looks like a blessing could push them into higher taxes, Medicare surcharges, and planning headaches.

They’re 73 With $1.85M but this $65K RMD is a BIG Problem. Here's Why.

Tom is 73, Renee is 72, and they’ve saved $1.85 million. Pensions and Social Security already cover their lifestyle, but RMDs are now forcing an extra $65,000 out of their accounts. What looks like a blessing could push them into higher taxes, Medicare surcharges, and planning headaches.

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They’re 73 With $1.85M but this $65K RMD is a BIG Problem. Here's Why.

Published on Oct 03, 2025

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