What are RMDs?

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!

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Retirement Planning

In this episode of Cornerstone Clips, Certified Financial Planner Tyler Scott walks you through the fundamentals of retirement planning—no matter where you are in life. Whether you're just starting to save, approaching retirement, or already enjoying it, Tyler explains how a personalized strategy, clear goals, and powerful tools like WealthVision can help you build a flexible, future-ready plan. From gathering your financial data to running “what-if” scenarios, this video shows how retirement planning is a process—not a one-time event.

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