If you're approaching retirement, understanding Required Minimum Distributions (RMDs) is essential. In this quick video, Katie Mulhausen explains when and why the IRS requires you to start withdrawing from your retirement accounts, how RMDs are calculated, and what your options are—including how to reduce your tax burden with Qualified Charitable Distributions (QCDs). Get clarity on a key part of retirement planning!
In this episode, Certified Financial Planner Tyler Scott breaks down the essentials of income planning—the art of recreating your paycheck in retirement. From identifying your essential vs. discretionary expenses to coordinating income from 401(k)s, Roth IRAs, Social Security, and pensions, Tyler explains how to build a flexible, tax-efficient plan that supports your lifestyle through market ups and downs.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.
* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
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Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service.
Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.
Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.
